M2 Capital Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Valencia, CA. Its latest Form ADV filing, dated March 31, 2026, reports $40M in regulatory assets under management, 6 employees, and 60 accounts.
Assets Under Management
$158M
Employees
6
Offices
--
Total Clients
57
Primary office
VALENCIA, CA
27441 TOURNEY ROAD, SUITE 260, VALENCIA, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.2% of total clients.
Top client categories% of clientsClients
1
Individuals
63.2%
36
2
HNWI
19.3%
11
3
Pension Plans
8.8%
5
4
Investment Cos.
3.5%
2
5
Corporations
3.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of May 12, 2026
Discretionary91.1%
$144M
91% of total RAUM91.1%
Non-discretionary8.9%
$14M
9% of total RAUM8.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$158M
Total Accounts57
10Y AUM Change+$118M (+297.6%)
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee10:1
10Y Employee Change0 (0.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.