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, 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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$390M in ETFs
29%
$112M
71%
$278M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $200M | 2,407,093 | 51.20% |
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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