M2 Financial LLC
● SEC registered since 2026CRD 288829SEC# 801-135373Valencia, CA
Reg. AUM
$158M
Employees
6
Accounts
57
Location
Valencia, CA
M2 Financial LLC assets under management
M2 Financial LLC is an investment advisory firm registered with the SEC based in Valencia, CA. The firm has been registered since 2026. It reports $158 million in regulatory assets under management and employs 6 people.
M2 Financial LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Hayes Keiley Control | Cco And Coo | Under 5% | 2025 |
| Mark Andrew MacArthur Control | Managing Member | Over 75% | 2016 |
Frequently asked questions
How much does M2 Financial LLC manage?
M2 Financial LLC reports $158 million in regulatory assets under management on its Form ADV.
How many employees does M2 Financial LLC have?
M2 Financial LLC reports 6 employees.
Where is M2 Financial LLC located?
M2 Financial LLC is based in Valencia, CA and has been SEC-registered since 2026.
Does M2 Financial LLC disclose fund performance?
M2 Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 27441 Tourney Road, Suite 260, Valencia, CA 91355 |
| Phone | (661) 347-0202 |
| Fax | N/A |
| Office hours | Office Visits By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2104658 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$158M▲ 291%
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$158Mregulatory AUM
Discretionary $144MNon-discretionary $14M