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 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
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 1GREG GRABOVAC
Co-Founder & CEOCRD 6301286
Contacts
3 of 4Kevin Vannatta
Wealth AdvisorCRD 7164709
Sean Luttrell
Wealth AdvisorCRD 7373730
JEFFREY GOMEZ
Co-founder and PresidentCRD 5299393
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$370M in ETFs
30%
$111M
70%
$259M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US EQUITY MARKET ETF (DFUS) | Dimensional | Active | Large Blend | $165M | 2,325,624 | 44.54% |
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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