Brad
Gregory

G2 Capital Management, LLC

CRD#6604216
Investment Advisor
in Columbus, OH

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About this Advisor

Brad Gregory is a financial advisor operating out of Columbus, Ohio. Gregory currently works for G2 Capital Management, LLC. Over the course of their career, they have held roles at Buckingham Capital Management, Inc and G2 Capital Management, LLC. Gregory has a Series 65 license, certifying them as an investment advisor representative, and is registered to advise clients in Ohio. G2 Capital Management, LLC is a company based in Columbus, OH. It controls $492 million in assets under management between its 294 accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 294 accounts, 66% belong to high-net-worth clients who have at least $1 million in investable assets. G2 Capital Management, LLC offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fees typically are based on the financial services. Fees billed by G2 Capital Management, LLC can include any combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1600 West Lane Avenue Suite 270
Columbus, OH 43221

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G2 Capital Management, LLC Brokerage Details

Total Assets Under Management

$492,129,486

OH Average: $2,106,341,625
Total Number of Employees

5

OH Average: 34
Total Number of Accounts

294

OH Average: 1,972
Average Account Size

$1,673,910

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Brad Gregory Work History

Brad has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

G2 Capital Management, LLC

2011 - 2022 (11 years)

Buckingham Capital Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brad Gregory to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at G2 Capital Management, LLC

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

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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