Jm2 Capital Inc
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Overview
Jm2 Capital Inc is a financial advisory firm located in Edmond, Oklahoma. The company handles $112.1 million in assets over 136 client accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). Jm2 Capital Inc has a small team, including 1 financial advisor. Jm2 Capital Inc is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as stocks, options and bonds.
Jm2 Capital Inc manages all of the firm's accounts in a discretionary manner. Discretionary management signifies that buy and sell decisions are made by a portfolio manager without requiring client authorization. The company's average account size is $823,962. The average financial advisor at Jm2 Capital Inc oversees about 136 client accounts.
Jm2 Capital Inc's main office is located at 16340 Muirfield Place, Edmond, Oklahoma 73013. The firm is legally allowed to provide services to clients across 2 states, including Oklahoma and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Jm2 Capital Inc by the Numbers
$112.1 million
7
136
$824.0 thousand
Fee Structure
Financial management fees largely vary depending on which services are provided. Fees billed by the firm typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It caters to retail investors, high net worth investors and charitable organizations. Out of its 136 customers, Jm2 Capital Inc's biggest client group by number of accounts is retail investors, though it also serves 23 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 46.94%
- Other Individuals - 51.02%
- Corporations - 0%
- Charitable Organizations - 2.04%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Jm2 Capital Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Jm2 Capital Inc
Edmond, OK
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