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M2 CAPITAL ADVISORS

VALENCIA, CA · CRD 288829 · IAPD ↗ · (661) 347-0202

$158.0MRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
2States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
June 2026 — M2 CAPITAL ADVISORS reported RAUM up 298% ($39.7M -> $158.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
March 2026 — M2 CAPITAL ADVISORS (VALENCIA, CA) is newly SEC-registered with $40.4M RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.