A complete list of active advisors currently associated with M2 Capital Advisors

Warmer can help you find a great advisor at M2 Capital Advisors or one who fits your needs even better.

M2 Capital Advisors provides ongoing portfolio management to individual and high‑net‑worth clients, and offers SMA services to a range of client types including retirement plans, charitable organizations, and corporate accounts. The firm is also in the process of registering as the investment adviser and administrator for the Capital‑Force ETF Trust and will provide discretionary advisory services to registered ETFs and other pooled investment vehicles. The firm documents client objectives with individualized Investment Policy Statements and implements portfolios using modern portfolio theory, quantitative and technical analysis, long‑term trading, and regular rebalancing, typically with discretionary trading authority. For its ETF business M2 intends to run both index‑based and actively managed strategies and delegates portfolio implementation to discretionary sub‑advisers while retaining supervisory oversight. M2’s combination of SMA advisory work alongside serving as an adviser to investment companies and pooled vehicles is uncommon for firms in this category, and its brochure highlights the use of sub‑advisers (with supervisory and proxy‑voting arrangements) in the ETF division. The firm also discloses that it historically offered performance‑based fee arrangements and that a consent judgment involving the firm’s principal and the SEC in 2023 is described in its disclosure materials.

To learn more about the advisors currently working at M2 Capital Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.