Investment adviser · CRD 288829
M2 CAPITAL ADVISORS
Investment adviser filing (IA)
M2 FINANCIAL LLC
VALENCIA, CA, United States · Form ADV filed May 12, 2026
- Regulatory AUM
- $158M Form ADV · Item 5.F
- Client accounts
- 57 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 2 | $103,459,713 | 65.5% |
| Retirement plans | 5 | $40,089,359 | 25.4% |
| Individuals | 36 | $6,643,599 | 4.2% |
| High-net-worth individuals | 11 | $4,153,190 | 2.6% |
| Charities | Fewer than 5 | $3,491,055 | 2.2% |
| Corporations & businesses | Fewer than 5 | $159,056 | 0.1% |
Filing source
Form ADV 2090469 · May 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 12, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets
Principal office
27441 TOURNEY ROAD, SUITE 260VALENCIA, CA, 91355, United States
CRD 288829
Filing source
Form ADV 2090469 · May 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.