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
$40M
Employees
6
Offices
--
Total Clients
60
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 63.3% of total clients.
Top client categories% of clientsClients
1
Individuals
63.3%
38
2
HNWI
20.0%
12
3
Pension Plans
6.7%
4
4
Corporations
5.0%
3
5
Investment Cos.
3.3%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$40Mas of March 31, 2026
Discretionary81.2%
$32M
81% of total RAUM81.2%
Non-discretionary18.8%
$7M
19% of total RAUM18.8%
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$40M
Total Accounts60
10Y AUM Change—
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 Change—
* 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.