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M2 Financial LLC

● SEC registered since 2026CRD 288829SEC# 801-135373Valencia, CA
Export (members)
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
NameTitleOwnershipSince
Edward Hayes Keiley ControlCco And CooUnder 5%2025
Mark Andrew MacArthur ControlManaging MemberOver 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

Address27441 Tourney Road, Suite 260, Valencia, CA 91355
Phone(661) 347-0202
FaxN/A
Office hoursOffice Visits By Appointment Only
SEC regionLos Angeles Regional Office (LARO)
CIK2104658
Discloses disciplinary historyYes

Assets under management

Discretionary$144M
Non-discretionary$14M
Total (RAUM)$158M