JM2 Capital Inc. logo

JM2 Capital Inc.

Updated today

Client assets under management

$195,282,325

Clients

70

59% high-net-worth

Advisors

3

of 8 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

23

Low

Average account size

$2,789,748

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

Portfolio management Selection of other advisers

Expertise

Wealth management Active portfolio management Private / alternative investments

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Fee options

Percentage

$0 - $1,000,000: 1.0% $1,000,000+: 0.50%

Other

Account minimum: $500,000 (may be negotiable)

Main office location

JM2 Capital Inc.

16340 Muirfield Place

Edmond OK 73013, United States

Number of offices

1

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

Advisors at this firm

user avatar

Casey M

CFP®

Edmond, OK

JM2 Capital Inc.

Casey Morford is a CFP® professional at JM2 Capital Inc. in Edmond, Oklahoma, with two years of industry experience. Prior to joining JM2 Capital, Morford worked at Weir Oil & Gas. He is involved with the Witness to Win Foundation. JM2 Capital provides discretionary asset management and integrated financial planning for individual and non-individual clients, including trusts, estates, and charitable organizations. The firm combines fundamental and technical analysis with long-term purchase strategies and offers family-office and administrative services alongside traditional investment management.

Wealth management Active portfolio management Private / alternative investments
user avatar

Cameron T

CFA®, Series 63, Series 65

Edmond, OK

JM2 Capital Inc.

Cameron Turner is a CFA® charterholder with 12 years of industry experience. He has worked at JM2 Capital Inc. since 2018 and previously spent 13 years at Trust Company of Oklahoma. He has also 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 combines fundamental and technical analysis across various securities and offers family-office and administrative services alongside tailored portfolio management.

Wealth management Active portfolio management Private / alternative investments
user avatar

Samuel Y

CFP®

Edmond, OK

JM2 Capital Inc.

Samuel Youngs is a CFP® professional with JM2 Capital Inc. in Edmond, OK. He has been in the industry since 2024 and previously worked at The Baptist Foundation of Oklahoma and The Baptist General Convention of Oklahoma. He is involved in a private family foundation, Witness to Win Inc, where he holds an operational role. JM2 Capital provides discretionary asset management and integrated financial planning for individuals, trusts, estates, charitable organizations, corporations, and other business entities. The firm’s investment approach combines fundamental and technical analysis with a focus on long-term purchase strategies and portfolio rebalancing.

Wealth management Active portfolio management Private / alternative investments
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