G2 Capital Management, LLC

CRD#286521
Investment Advisor Firm

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Learn more about G2 Capital Management, LLC

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    G2 Capital Management, LLC operates as an advisory firm based in Columbus, Ohio. It oversees $492.1 million in assets over 294 client accounts, making it one of the bigger firms in the country by assets under management (AUM). The company has a small group, including 4 financial advisors. G2 Capital Management, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer company to do so. Securities are exchangable financial assets like options, bonds and equities.

    G2 Capital Management, LLC manages 290 of the firm's client assets on a discretionary basis. Discretionary management means that transaction choices are made by an investment advisor without requiring the customer's authorization. The firm also has four non-discretionary accounts with a total of $77,293 in AUM. The company supervises an average of $1.7 million for every client account. The typical financial advisor at G2 Capital Management, LLC oversees about 74 client accounts, placing it towards the middle in terms of personalization.

    The company's main office is at 1600 West Lane Avenue, Columbus, Ohio 43221. It is allowed to provide services to customers in the state of Ohio.

    Assets Under Management

    $492.1 million

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    1600 West Lane Avenue
    Columbus, OH 43221

    G2 Capital Management, LLC by the Numbers

    Total Assets Under Management

    $492.1 million

    National Average: $8.6 billion
    Total Number of Employees

    5

    National Average: 64
    Total Number of Accounts

    294

    National Average: 375,227
    Average Account Size

    $1.7 million

    National Average: $23.0 thousand
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    Products and Services

    G2 Capital Management, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. In the past fiscal year, it provided 26-50 of its customers with financial planning services. The company is not involved in selling products or offering services aside from investment advice to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees charged by financial advisors vary depending on which services are provided. Fee types charged by the firm likely are comprised of some combination of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    It works with retail investors and high net worth investors. Out of its 294 customers, G2 Capital Management, LLC's biggest client group is high net worth investors, although it also serves 53 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 66.25%
    • Other Individuals - 33.75%
    • Corporations - 0%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    G2 Capital Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at G2 Capital Management, LLC

    Greg Grabovac
    Columbus, OH
    Brad Gregory
    Columbus, OH
    Kevin Vannatta
    Columbus, OH
    Jeffrey Gomez
    Columbus, OH

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