G2 CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$757M
Discretionary
$756M
100% of AUM
Avg account
$1.3M
Accounts
574
Employees
6
Advisory reps
5

Firm details

Headquarters
COLUMBUS, Ohio
CRD number
286521
Registered since
May 10, 2018
Custodians
CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • HNWI61.28%
  • Corporations / Businesses37.04%
  • Individuals1.68%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension Consulting

Firm profile

FINTRX

Overview

G2 Capital Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm serves private clients—primarily individuals and families—through financial planning and discretionary portfolio management for both separate accounts and pooled investment vehicles. Its stated fee arrangements include asset-based fees, flat fees and performance-based fees. G2 also identifies roles as an insurance sponsor and as a general partner/managing member of pooled vehicles. The firm does not report itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 56%, Public Funds/Mutual Funds 41%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%56%
  • Exchange Traded Equities56%
  • Public Funds/Mutual Funds41%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • GREG GRABOVAC

    Co-Founder & CEOCRD 6301286

Contacts

3 of 4
  • Kevin Vannatta

    Wealth AdvisorCRD 7164709

  • Sean Luttrell

    Wealth AdvisorCRD 7373730

  • JEFFREY GOMEZ

    Co-founder and PresidentCRD 5299393

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 45

Active vs passive

$370M in ETFs

Passive

30%

$111M

Active

70%

$259M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US EQUITY MARKET ETF (DFUS)DimensionalActiveLarge Blend$165M2,325,62444.54%

Location

Primary office

COLUMBUS, OH

FRANKLIN

Location

COLUMBUS, OH

Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
FRANKLIN
Address
1600 W Lane Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth