Asset manager · Valencia, CA
M2 Capital Advisors
M2 Financial LLC · SEC-registered investment adviser · CRD 288829 · SEC 801-135373
At a glance
M2 Capital Advisors is an SEC-registered investment adviser based in Valencia, California, with $158 million in regulatory assets under management as of its Form ADV filed May 12, 2026. Its largest client group by assets is investment companies, and it reports 47 individual clients. By Form ADV it is a asset manager, ranked 2,196th of 3,218 asset managers and 13,430th of 17,210 SEC-registered advisers by assets.
Main office 661-347-0202capforceetf.comAs filed on Form ADV
- Regulatory AUM
- $158M
- Rank among asset managers
- #2,196 of 3,218
- Rank among all SEC RIAs
- #13,430 of 17,210
- Rank in California
- #1,531 of 1,873
- Individual clients
- 47
- High-net-worth clients
- 11
- Accounts
- 57
- Discretionary
- 91% of AUM
- Employees
- 6
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Mark A. MacarthurManaging Member
- Edward H. KeileyCCO and COO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 2 | $103M | 65% |
| Pension and profit sharing plans | 5 | $40M | 25% |
| Individuals | 36 | $7M | 4% |
| High-net-worth individuals | 11 | $4M | 3% |
| Charitable organizations | 1 | $3M | 2% |
| Corporations or other businesses | 2 | $0M | <1% |
Disciplinary disclosures
M2 Capital Advisors answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗capforceetf.com ↗
AtlasMembers
The full record on M2 Capital Advisors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 720 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does M2 Capital Advisors manage?
M2 Capital Advisors reports $158 million in regulatory assets under management across 57 accounts, 91% of it on a discretionary basis, on its Form ADV filed May 12, 2026.
What kind of firm is M2 Capital Advisors?
M2 Capital Advisors is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are M2 Capital Advisors’s clients?
By assets, its largest client types are investment companies ($103 million, 2 clients); pension and profit sharing plans ($40 million, 5 clients); individuals ($7 million, 36 clients).
Does M2 Capital Advisors have any disciplinary history?
M2 Capital Advisors answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is M2 Capital Advisors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →