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JM2 CAPITAL INC.

EDMOND, OK · CRD 292351 · IAPD ↗ · (405) 285-2878

$238.4MRegulatory AUM
3Advisory reps
8Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — JM2 CAPITAL INC. reported RAUM up 28% ($186.4M -> $238.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
March 2024 — JM2 CAPITAL INC. reported RAUM up 39% ($112.1M -> $156.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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