JM2 CAPITAL INC.
Adviser information for JM2 CAPITAL INC. last updated from Form ADV on February 9th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oklahoma, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 183 | $156.1M |
| Non-Discretionary | 0 | $0 |
| Total | 183 | $156.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 29 | $12.6M |
| HNW Individuals | 24 | $114.6M |
| Banking or thrift institutions | <5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $0 |
| Charitable organizations | <5 | $28.8M |
| State or municipal gov entities | <5 | $0 |
| Other investment advisers | <5 | $0 |
| Insurance companies | <5 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $0 |
| Corporations or other businesses | <5 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-124810 |
|---|---|
| SEC ERA File Number | 801-124810 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 292351 |
| Legal Entity Identifier | None |
Principal Office
16340 MUIRFIELD PLACEEDMOND
OK
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: (405) 285-2878, Fax: None
Chief Compliance Officer
CAMERON TURNER
16340 MUIRFIELD PLACE
EDMOND
OK
United States
Tel:
405-285-2878
C******@*************M
(Full email address available in API data)
Regulatory Contact
CATHY VASILEV
CONSULTANT
1101 ARROW POINT DRIVE
SUITE 301
CEDAR PARK
TX
United States
Tel:
512-696-1468
Fax:
512-842-7497
C*******@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| TURNER, CAMERON, JAY | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2017 | < 5% |
| JOHN AND ELIZABETH MATHENA TRUST | Domestic Entity | – | OWNER | 03/2015 | > 75% |
| Mathena, John, Mark | Individual | JOHN AND ELIZABETH MATHENA TRUST | TRUSTEE | 03/2015 | 50-75% |
| Mathena, Elizabeth, Marie | Individual | JOHN AND ELIZABETH MATHENA TRUST | TRUSTEE | 03/2015 | 50-75% |