G2 Capital Management, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 286521
- Registered since
- May 10, 2018
- Website
- www.g2capital.net
- 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
FINTRXOverview
G2 Capital Management, LLC is an independent Registered Investment Adviser formed as an LLC and registered with the SEC in 2018. The firm serves individual and family clients and offers financial planning, portfolio management for individuals/small businesses and for pooled investment vehicles, and pension consulting. Its fee schedules include percentage-of-AUM fees, fixed fees, and performance-based fees. G2 is not positioned as a capital allocator and does not identify as an active ESG investor; it also reports certain industry roles such as insurance company sponsor and acting as GP/managing member for pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Jeffrey Gomez
Co-founder and PresidentCRD 5299393
Brad Gregory
Portfolio ManagerCRD 6604216
Kevin Vannatta
Wealth AdvisorCRD 7164709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$418M in ETFs
29%
$122M
71%
$296M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $193M | 2,353,192 | 46.12% |
Location
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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