Kevin
Vannatta

G2 Capital Management, LLC

CRD#7164709
Investment Advisor
in Columbus, OH

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About this Advisor

Kevin Vannatta is a financial advisor based in Columbus, Ohio, working with G2 Capital Management, LLC. Kevin has previously held positions at Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, and G2 Capital Management, LLC. Kevin is registered to provide services in Ohio. Currently, Kevin is part of G2 Capital Management, LLC, which operates out of Columbus, Ohio. The firm has 5 employees and manages assets totaling $557.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at G2 Capital Management, LLC includes asset-based, fixed, and performance-based fees.

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based 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

$556,980,549

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

5

OH Average: 34
Total Number of Accounts

377

OH Average: 1,972
Average Account Size

$1,477,402

OH Average: $1,068,125

Investment Advisory Services

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

Kevin Vannatta Work History

2020 - Present (4 years)

G2 Capital Management, LLC

2019 - 2020 (1 year)

J.P. Morgan Securities LLC

2018 - 2020 (2 years)

Jpmorgan Chase Bank, N.A

Disclosures

Please visit the SEC profile of Kevin Vannatta 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 6/19/2024. 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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