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G2 CAPITAL MANAGEMENT, LLC

CRD 286521 · SEC 801-113196

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1600 WEST LANE AVENUE, SUITE 270, COLUMBUS, OH, 43221, United States

Phone

(614) 484-1400

Fax

(614) 675-1699

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$756.5M

Discretionary AUM

$756.3M

Team

6 total employees; 5 advisory reps; 9 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingFAMILY WEALTH MANAGEMENT AND CONSULTING

Client types

TypeClientsAUM
Individuals40$12.7M
High net worth individuals67$463.6M

States served

OH

All web addresses on file

Official SEC filing: View on IAPD