SY
Samuel C. Youngs
JM2 CAPITAL
EDMOND, OK 73013
CRD#: 8151952
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SY
Samuel Caldwell YoungsJM2 CAPITAL
Professional summary
Samuel Caldwell Youngs is a registered financial advisor currently at JM2 CAPITAL INC. located in Edmond, Oklahoma.
Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Samuel has worked at 1 firm .
At a Glance
Always Fiduciary
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Caldwell Youngs's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 18, 2025 - Present
JM2 CAPITAL INC.
Office #1: 16340 Muirfield Place, Edmond, OK 73013RIA
CRD#: 292351
EDMOND, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JC
JM2 CAPITAL INC.
JM2 CAPITAL INC.
CRD#: 292351 / SEC#: 801-124810
RIA
Registered Investment Advisory firm - (5/3/2022 Approved)Oklahoma
Registered Investment Advisory firm - (5/4/2022 Terminated)Texas
Registered Investment Advisory firm - (5/4/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(11/18/2025)
IAR
Texas(11/18/2025)
Exams
Current Firm
JC
JM2 CAPITAL INC.
JM2 CAPITAL INC.
CRD#: 292351 / SEC#: 801-124810
RIA
Registered Investment Advisory firm - (5/3/2022 Approved)Oklahoma
Registered Investment Advisory firm - (5/4/2022 Terminated)Texas
Registered Investment Advisory firm - (5/4/2022 Terminated)Loading...
Contact information
Main Address
16340 Muirfield Place, Edmond, OK 73013
Mailing Address
Phone number
(405) 285-2878
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 211 |
| AUM (Assets Under Management) | $ 238,449,954 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
