M2 Capital Advisors: new SEC registration, $158M AUM, Valencia, CA
M2 Capital Advisors (Valencia, California): new SEC registration, $158M AUM, Valencia, CA. Its amount of 158 is above the median of 134 (59th percentile). Dated 258 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 158 · 59th percentile of 1,149 NewRiaPulse records · 1.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 147 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | M2 Capital Advisors |
| Legal name | M2 Financial LLC |
| CRD | 288829 |
| Status | Approved |
| Registered with the SEC | 2026-02-19 |
| Latest Form ADV filing | 2026-05-12 |
| Location | Valencia, CA, United States |
| Regulatory AUM | $157,995,972 |
| Accounts | 57 |
| Employees | 6 |
| Website | HTTPS://TWITTER.COM/M2_FINANCIAL |
| amount percentile | 59th of 1,149 (median 134, 1.2x median) |
| Peer records CSV (148 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-02-19
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Meson Quantitative Management LLC · Wndrco Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: M2 Capital Advisors and 148 California peers
- California NewRiaPulse records like this one: 148
- M2 Capital Advisors's amount: 59th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every California peer: $29,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $158M under management.
- Website on file.
What is the NewRiaPulse record for M2 Capital Advisors in Valencia, California?
M2 Capital Advisors received SEC registration as an investment adviser (2026-02-19) with $157,995,972 in regulatory assets under management, based in Valencia, CA.
How does M2 Capital Advisors compare to other California NewRiaPulse records?
Its amount of 158 sits in the upper half (59th percentile) of 1,149 records; the median is 134. It is 258 days old; check the official source for later updates before acting.
M2 Capital Advisors vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| M2 Capital Advisors | Valencia, CA | 158 | 59th | 2026-02-19 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.