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Mark Macarthur

M2 Capital Advisors
32 Years of Experience
Valencia, CA
2 Disclosures
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Mark Macarthur is a registered investment advisor at M2 Capital Advisors, based in Valencia, CA, with 32 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 57 clients with $160M in assets under management.

M2 Capital Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
57 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$158.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.50%
$500K - $1.0M0.50%
$1.0M - $3.0M0.50%
$3.0M - $10.0M0.50%
$10M+0.50%

All fee structures are negotiable. Legacy performance-based fee accounts have been transitioned to a flat 0.50% annual fee with a $1,000 minimum quarterly fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

27441 Tourney Road, Suite 260, Valencia, CA, 91355

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History

Regulatory History (2)
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Customer Dispute
April 2026
Pending
Civil
February 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark is the president of M2 Financial, LLC, dedicating nearly full-time hours to investment and portfolio management, practice management, client development, and compliance oversight. He is also a managing member of EASI Investments, LLC, spending about 10-20% of his time on general business input and directing sales and business development, and a managing member of Woodforest Healthcare LLC, spending minimal time on real estate development oversight.

Employment History
Current Registrations
M2 Capital Advisors
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Criterion Wealth Management
January 2008 - August 2017 · 9 yrs 7 mos
Ausdal Financial Partners, INC.Broker
November 2006 - November 2023 · 17 yrs
Visionlink Financial Advisors, INC.
January 2005 - November 2006 · 1 yr 10 mos
Signator Investors, INC.Broker
September 2004 - November 2006 · 2 yrs 2 mos
Fisher Investments,inc.
October 2003 - August 2004 · 10 mos
Alps Distributors, INC.Broker
June 2003 - September 2003 · 3 mos
First Trust Portfolios L.P.Broker
April 1994 - April 2003 · 9 yrs
State Registrations2 states
CATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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