# JM2 Capital Inc.

> JM2 Capital Inc. is an SEC-registered investment advisory firm in Edmond, OK, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 292351
- Filed as: JM2 CAPITAL INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edmond, OK
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292351
- AdvisorCensus page: https://advisorcensus.com/firm/jm2-capital-inc-edmond-ok-292351

## Quick answers

**How is JM2 Capital Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), JM2 Capital Inc. reports these compensation arrangements: a percentage of assets under its management.

**What does JM2 Capital Inc.'s brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Up to $1,000,000: 1% a year; Above $1,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is JM2 Capital Inc. located?**
JM2 Capital Inc.'s principal office is in Edmond, OK, according to its Form ADV.

**Is JM2 Capital Inc. registered with the SEC or a state?**
JM2 Capital Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 292351.

**How much does JM2 Capital Inc. manage?**
JM2 Capital Inc. reports $238,449,954 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have JM2 Capital Inc.'s assets and staff changed since 2022?**
In the Form ADV data for JM2 Capital Inc.: Regulatory assets under management: $122,785,796 in the October 2022 data and $238,449,954 in the October 2026 data, up 94%. Total employees: 6 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does JM2 Capital Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (41); individuals (other than high net worth individuals) (29).

**Which custodians does JM2 Capital Inc. use?**
JM2 Capital Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does JM2 Capital Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292351

**Does JM2 Capital Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "The minimum account opening balance is $500,000, which may be negotiable based upon certain circumstances and at the Adviser’s discretion."

**What changed in JM2 Capital Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $186,431,370 to $238,449,954 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Up to $1,000,000: 1% a year
- Above $1,000,000: 0.5% a year

> Tiered fee Schedule AUM Fee First $1,000,000 1.0% Over $1,000,000 0.50%

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> The minimum account opening balance is $500,000, which may be negotiable based upon certain circumstances and at the Adviser’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $238,449,954
- Discretionary: $238,449,954
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $11,917,794 |
| High net worth individuals | 41 | $183,364,531 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $43,167,629 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jm2capital.com
- Facebook @JM2Capitalokc
- LinkedIn @jm2-capital-inc
- X @jm2_capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $122,785,796 | 6 | May 24, 2022 |
| October 2023 | $112,058,789 | 7 | March 16, 2023 |
| October 2024 | $156,098,053 | 7 | August 13, 2024 |
| October 2025 | $186,431,370 | 8 | March 20, 2025 |
| October 2026 | $238,449,954 | 8 | March 3, 2026 |

Regulatory assets under management: $122,785,796 in the October 2022 data and $238,449,954 in the October 2026 data, up 94%.
Total employees: 6 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $186,431,370 to $238,449,954 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JM2 Capital Inc. (CRD 292351): Form ADV filing data as of October 2026.