Kevin Vannatta has been an investment adviser representative at G2 Capital Management since July 2020, and is not listed among the firm’s executive officers or direct owners. Kevin Vannatta holds a Bachelor's degree in Accounting from the University of North Carolina Asheville.
G2 Capital Management, LLC is a Columbus, OH firm with $757M under management, 107 clients and 5 advisers in one office, as of its March 2026 filing.
Kevin Vannatta is a wealth advisor at G2 Capital Management. He provides wealth management and financial planning services to G2 clients, focusing on high-net-worth individuals and families. Before joining G2, he was part of a rotational program at JPMorgan Chase & Co.
- G2 Capital Management, LLCCurrent– present · 6 yearsColumbus, OH · Adviser representative · Firm CRD 286521
Professional designations
Listed by G2 Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Kevin Vannatta is registered as an investment adviser representative in Ohio, since July 2020.
- OhioSince 17 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 19 December 2019 |
| SIE | Securities Industry Essentials Examination | 6 August 2019 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kevin Mark Vannatta
- CRD
- 7164709
- Firm
- G2 Capital Management · CRD 286521
- Office
- 1600 WEST LANE AVENUE, SUITE 270, Columbus, OH 43221
- Registration
- Investment adviser registration
- In the industry since
- December 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- g2capital.net
Where does Kevin Vannatta work?
Kevin Vannatta is an investment adviser representative registered through G2 Capital Management, LLC since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Vannatta a financial advisor?
Yes. Kevin Vannatta has a current investment-adviser registration in Ohio, through G2 Capital Management since July 2020.
How many years of experience does Kevin Vannatta have?
Kevin Vannatta has 6 years in the financial industry, since December 2019, across 1 adviser firm.
What exams has Kevin Vannatta passed?
Kevin Vannatta has passed 2 licensing exams: the SIE and Series 7TO. The earliest, the SIE, was passed in August 2019.
Where is Kevin Vannatta based?
Kevin Vannatta’s registered office is in Columbus, OH.
Is Kevin Vannatta registered with FINRA?
No. Kevin Vannatta has no current broker registration.
Is Kevin Vannatta a CFP?
G2 Capital Management lists Kevin Vannatta with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Kevin Vannatta’s record?
Search CRD 7164709 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Vannatta’s full registration record.
