M2 CAPITAL ADVISORS

M2 FINANCIAL LLC

CRD 288829 · SEC 801-135373

Visit website

27441 TOURNEY ROAD, SUITE 260, VALENCIA, CA, 91355, United States

Phone

(661) 347-0202

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$158.0M

Discretionary AUM

$144.0M

Team

6 total employees; 6 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-05-12

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Selection of other advisersINVESTMENT ADVISER TO EXCHANGE TRADED FUNDS

Client types

Type	Clients	AUM
Individuals	36	$6.6M
High net worth individuals	11	$4.2M
Investment companies	2	$103.5M
Pension/profit sharing plans	5	$40.1M
Charitable organizations	1	$3.5M
Corporations/business entities	2	$159K

All web addresses on file

HTTPS://TWITTER.COM/M2_FINANCIAL
http://www.capforceetf.com
http://www.Linkedin Capital-Force ETF

Official SEC filing: View on IAPD