SourcingSourcing

JM2 CAPITAL INC.

C47
CRD 292351·SEC 801-124810·EDMOND, OK
AUM
$238.4M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$715K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JM2 CAPITAL INC.
CRD
292351
SEC file #
801-124810
EIN
473627057
DBA names
—

Economics

AUM
$238.4M
AUM band
$100M-$500M
AUM trajectory
'23'26
$122.8M → $238.4M▲ +94%
Client mix
Individuals High Net Worth41
Individuals Other29

Operations

Employees (total)
8
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
1 advisors → 3 advisors▲ +200%
Primary office
EDMOND OK
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
linkedin.com/company/jm2-capital-inc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JOHN AND ELIZABETH MATHENA TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
JOHN AND ELIZABETH MATHENA TRUST
TURNER, CAMERON, JAY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:jm2.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002103359
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-01-23
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001754960-26-000331

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
16340 MUIRFIELD PLACEEDMOND, OK 73013
Business
16340 MUIRFIELD PLACEEDMOND, OK 73013
Edgar EIN
473627057
Edgar Recent Filings
13F-HR2026-04-27 · 0001754960-26-000331
13F-HR2026-01-23 · 0001754960-26-000107
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
TURNER, CAMERON, JAY
IAR · Executive Officer · 2.5%
2719020
Casey Morford
IAR
7799515
Samuel Caldwell Youngs
IAR
8151952