Data / Investment advisers / Oklahoma / Jm2 Capital Inc.
Jm2 Capital Inc., Edmond, OK: $238 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Jm2 Capital Inc. is an SEC registered investment adviser with its main office in Edmond, Oklahoma and reports $238 million in regulatory assets under management in its Form ADV filed March 3, 2026. Its clients include high net worth individuals, charitable organizations and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 292351
- SEC file number
- 801-124810
- SEC status
- Approved, effective May 3, 2022
- Main office
- 16340 Muirfield Place, Edmond, OK 73013
- Phone
- (405) 285-2878
- Regulatory AUM
- $238,449,954 in the Form ADV filed March 3, 2026
- Discretionary AUM
- $238,449,954
- Accounts
- 211
- Employees
- 8, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 3, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 41 | $183.4 million |
| Charitable organizations | Fewer than 5 | $43.2 million |
| Individuals (other than high net worth individuals) | 29 | $11.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $238.4 million | March 3, 2026 |
| December 1, 2025 | $186.4 million | March 20, 2025 |
Other advisers in Oklahoma
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Humphreys Capital, LLC | Oklahoma City | $252.4 million | 5 | adviserinfo.sec.gov |
| Windle Wealth | Oklahoma City | $251 million | Not listed | adviserinfo.sec.gov |
| Lig Capital Management, LLC | Oklahoma City | $250.4 million | Not listed | adviserinfo.sec.gov |
| Bison Capital Advisors, LLC | Oklahoma City | $250 million | Not listed | adviserinfo.sec.gov |
| Corporate Consulting Group, Inc. | Tulsa | $240.8 million | Not listed | adviserinfo.sec.gov |
| Sustainable Advisors Alliance LLC | Tulsa | $234.8 million | Not listed | adviserinfo.sec.gov |
| Adaptation Financial Advisors Inc. | Oklahoma City | $233.6 million | Not listed | adviserinfo.sec.gov |
| Drawbridge Capital | Tulsa | $224.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Oklahoma
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Jm2 Capital Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.