Fee-only adviser · Edmond, OK
JM2 Capital Inc.
JM2 Capital Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Edmond, Oklahoma. On its latest Form ADV, filed March 3, 2026, it reports $238M in regulatory assets under management, 70 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 292351 · SEC file 801-124810 |
| Office | 16340 Muirfield Place Edmond, OK 73013 |
| Phone | (405) 285-2878 |
| Website | jm2capital.com |
| Regulatory assets under management | $238M |
| Individual clients | 29 non-high-net-worth, 41 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 3, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Edmond
- Hughes Warren, Inc. $221M
- Conkin Financial Group, Inc. $55M
- Vox Financial Planning $452K
- Wto Advisors, LLC $85M
See all 5 fee-only advisers in Edmond →
Nearby
- Oklahoma City 29 firms
- Bethany 1 firm
- Moore 1 firm
- Norman 3 firms
- NA 1 firm
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