JM2 CAPITAL INC.

16340 Muirfield Place
Edmond, Oklahoma 73013
Tel: (405) 285-2878

About JM2 CAPITAL INC.

JM2 CAPITAL INC, formally registered with the SEC as JM2 CAPITAL INC. The firm was established in 05/03/2022. They have over 1 offices throughout the country.

JM2 CAPITAL INC. is a Edmond, Oklahoma based Financial Planning firm with nearly $156,098,053 assets under management, offering retirement planning & investment advisory services to 183 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292351
SEC#	801-124810
Assets Managed by Firm	$156,098,053
No. of Clients	183
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	183	$156,098,053
Individuals (other than high net worth individuals)	29	$12,630,669
High net worth individuals	24	$114,646,229
Charitable organizations	1	$28,821,155

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CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

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