G2 Capital Management, LLC

RIASEC Registered

Total AUM

$757M

Discretionary

$756M

100% of AUM

Avg account

$1.3M

Accounts

574

Employees

Advisory reps

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

FINTRX

Overview

G2 Capital Management, LLC is an independent, individual-owned registered investment adviser that has been SEC-registered since 2018. The firm serves primarily individuals and families and offers financial planning, discretionary portfolio management for individuals and pooled vehicles, and pension consulting. Its fee arrangements include percentage-of-AUM, fixed fees, and performance-based fees. G2 also functions in sponsor and managing-member roles for pooled investment vehicles and has affiliations with insurance companies. The firm is equity-oriented by preference, but its advisory scope extends to operating as a general partner or sponsor of pooled vehicles, indicating experience with both separately managed accounts and pooled strategies.