Jm2 Capital Inc.
- Regulatory AUM
- $238M
- Discretionary
- $238M
- Clients
- 70
- Avg AUM / client
- $3.4M
- Accounts
- 211
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 29 | $11.9M | 5.0% |
| High net worth individuals | 41 | $183M | 76.9% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 0 | $0 | — |
| Charitable organizations | Fewer than 5 clients | $43.2M | 18.1% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 0 | $0 | — |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mathena, Elizabeth, Marie | Trustee | Mar 2015 (11y) | ≈ 37.5% – 75% via John And Elizabeth Mathena Trust | |
| Mathena, John, Mark | Trustee | Mar 2015 (11y) | ≈ 37.5% – 75% via John And Elizabeth Mathena Trust | |
| Cameron Jay Turner | Chief Compliance Officer | CFA | Dec 2017 (9y) | Less than 5% |
| Casey Morford | Registered representative | CFP | Aug 2023 (3y) | |
| Samuel Caldwell Youngs | Registered representative | CFP | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| John And Elizabeth Mathena Trust | Owner | Mar 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Mathena, Elizabeth, Marie: 50% – 75% of John And Elizabeth Mathena Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Mathena, John, Mark: 50% – 75% of John And Elizabeth Mathena Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $224M (94% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗