JM2 Capital Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JM2 Capital provides discretionary asset management and integrated financial planning for a mix of individual and non‑individual clients, including trusts, estates, charitable organizations, corporations and other business entities. The firm offers tailored portfolio construction and ongoing monitoring, and may utilize third‑party money managers as part of client solutions.
The firm’s investment process blends fundamental and technical analysis across securities such as mutual funds, ETFs, bonds and alternative investments, applies primarily long‑term purchase strategies, and seeks to rebalance accounts at least semi‑annually while accommodating client‑imposed restrictions. Custodial relationships and trade aggregation practices are used to implement portfolios, with custodial statements provided to clients and fee deduction or standing‑authorization arrangements available when authorized.
Notably for a three‑advisor firm managing roughly $238 million, JM2 provides family‑office and administrative services to a closely held family entity and advisory/operational support to a private foundation, and it documents relationships with third‑party managers and subadvisors—reflecting experience with institutional or non‑individual engagements that are less common among similarly sized supported firms. The brochure also discloses business‑consulting and historic tax‑preparation activity tied to firm principals and highlights key‑person concentration, which are operational considerations prospective clients may want to evaluate.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.0% $1,000,000+: 0.50%
Account minimum: $500,000 (may be negotiable)
Main office
16340 Muirfield Place
Edmond OK 73013
Advisors at this office
3
Most active in
Oklahoma · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Casey M
CFP®
Edmond, OK
JM2 Capital Inc.
Casey Morford is a CFP® professional with three years of industry experience currently with JM2 Capital Inc. Prior to joining JM2 Capital, he worked at Weir Oil & Gas. He is also involved with the Witness to Win Foundation. JM2 Capital provides discretionary asset management and integrated financial planning for individual and non-individual clients, utilizing a blend of fundamental and technical analysis to create tailored portfolios that incorporate mutual funds, ETFs, bonds, and alternative investments.
Cameron T
CFA®, Series 63, Series 65
Edmond, OK
JM2 Capital Inc.
Cameron Turner is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at JM2 Capital Inc. He previously worked at Trust Company of Oklahoma and has been self-employed since 1998. JM2 Capital provides discretionary asset management and integrated financial planning for individual and non-individual clients, including trusts, estates, and charitable organizations. The firm’s investment approach combines fundamental and technical analysis with primarily long-term purchase strategies and utilizes third-party money managers as part of client solutions.
Samuel Y
CFP®
Edmond, OK
JM2 Capital Inc.
Samuel Youngs is a CFP® professional with JM2 Capital Inc. in Edmond, OK. He has experience working with nonprofit and foundation entities, including operational work with a private family foundation and prior roles with The Baptist Foundation of Oklahoma and The Baptist General Convention of Oklahoma. He is involved with Witness to Win Inc., a private family foundation, in an operational capacity. JM2 Capital provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental and technical analysis with a focus on long-term investment strategies and offers family-office and administrative services alongside its portfolio management.
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