Sean Luttrell has been an investment adviser representative at G2 Capital Management since July 2025, and is not listed among the firm’s executive officers or direct owners. Sean Luttrell holds a Bachelor's degree in Finance from Miami University of Ohio.
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.
Sean Luttrell 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 began his financial planning career as a staff financial advisor in Columbus.
Sean Luttrell’s longest registration is the current one, 1 year at G2 Capital Management since 2025. Before joining G2 Capital Management in 2025, Sean Luttrell was registered through Morgan Stanley.
- G2 Capital Management, LLCCurrent– present · 1 yearColumbus, OH · Adviser representative · Firm CRD 286521
- Morgan Stanley– · under a yearColumbus, OH · Adviser representative · Firm CRD 149777
Professional designations
Listed by G2 Capital Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Sean Luttrell is registered as an investment adviser representative in Ohio, since July 2025.
- OhioSince 23 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 10 September 2021 |
| Series 7TO | General Securities Representative Examination | 16 July 2021 |
| SIE | Securities Industry Essentials Examination | 21 May 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Sean M Luttrell
- CRD
- 7373730
- Firm
- G2 Capital Management · CRD 286521
- Office
- 1600 WEST LANE AVENUE, SUITE 270, Columbus, OH 43221
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- g2capital.net
Where does Sean Luttrell work?
Sean Luttrell is an investment adviser representative registered through G2 Capital Management, LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Sean Luttrell a financial advisor?
Yes. Sean Luttrell has a current investment-adviser registration in Ohio, through G2 Capital Management since July 2025.
How many years of experience does Sean Luttrell have?
Sean Luttrell has 1 year in the financial industry, since February 2025, across 2 adviser firms.
What exams has Sean Luttrell passed?
Sean Luttrell has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2021.
Where did Sean Luttrell work before G2 Capital Management?
Before G2 Capital Management, Sean Luttrell was registered through Morgan Stanley, July 2021 to December 2021.
Where is Sean Luttrell based?
Sean Luttrell’s registered office is in Columbus, OH.
Is Sean Luttrell registered with FINRA?
No. Sean Luttrell has no current broker registration.
Is Sean Luttrell a CFP?
G2 Capital Management lists Sean Luttrell with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Sean Luttrell’s record?
Search CRD 7373730 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sean Luttrell’s full registration record.
