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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-09-2018
- Office Locations
- 1
Office Locations
About JM2 Capital Inc.
JM2 Capital is an Edmond, OK advisory firm combining wealth management with business consulting for business owners and families navigating growth, liquidity events, and legacy planning. The team uses a listen-first, collaborative process to develop and execute long-term strategies spanning financial planning, tax and insurance coordination, and portfolio management using ETFs and public funds, with access to alternative and fixed-income exposures. Custody includes Charles Schwab.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
CAMERON JAY TURNER
Chief Compliance Officer, Chief Investment Officer
- CRD
- #2719020
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Casey Morford
Operations Manager
- CRD
- #7799515
Samuel Caldwell Youngs
--
- CRD
- #8151952
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,449,954 | $1,130,095 |
| Non-Discretionary | $0 | -- |
| Total | $238,449,954 | $1,130,095 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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