C2G CAPITAL MANAGEMENT LLC

Overview

C2G Capital Management LLC is an independent registered investment adviser serving individual and family clients with a boutique, advisory-first model. The firm combines financial planning, portfolio management for individuals and small businesses, and pension consulting with insurance brokerage capabilities. C2G favors equity-centered portfolios, building core exposure through exchange-traded instruments while tailoring positions to client goals and risk profiles. The firm does not act as a capital allocator or run proprietary alternative funds; instead it sources third-party managers where clients need access to less liquid or specialized strategies. Fee arrangements include a percentage of assets under management along with hourly and fixed-fee engagements, which allows flexibility for both ongoing portfolio management and discrete planning projects. C2G is not an active ESG investor and is structured as a limited liability company owned by an individual.

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Public Holdings

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Location & Offices