G2 Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and pension consulting. Financial planning was provided to 26–50 clients last fiscal year. The firm advises 1 private fund.
G2 Capital Management reports 107 clients. They include 67 high-net-worth individuals and 40 individual clients. Nearly all assets ($756M across 467 accounts) are managed with discretion; $192K across 107 accounts are not. It advised 9 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 37% | 2% |
| High-net-worth individuals | 63% | 61% |
| Corporations and other businesses | Fewer than 5 | 37% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 40 | $12.7M | 1.7% | $318K |
| High-net-worth individuals | 67 | $464M | 61.3% | $6.92M |
| Corporations and other businesses | Fewer than 5 | $280M | 37.0% | — |
| Total | 107 | $757M | 100% | — |
- Clients
- 40
- Regulatory AUM
- $12.7M
- AUM share
- 1.7%
- Avg. per client
- $318K
- Clients
- 67
- Regulatory AUM
- $464M
- AUM share
- 61.3%
- Avg. per client
- $6.92M
- Clients
- Fewer than 5
- Regulatory AUM
- $280M
- AUM share
- 37.0%
- Avg. per client
- —
Total
- Clients
- 107
- Regulatory AUM
- $757M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 9
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 26–50
G2 Capital Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Family Office Advisory Services
- Family office advisory fees are a quarterly rate of up to 0.25% of investable assets and may include an annual flat fee.
Greg Grabovac owns 50% to 75% of G2 Capital Management. The leadership team of G2 Capital Management includes Chief Compliance Officer Jeffrey Gomez. It has 6 employees, 5 of them in advisory roles.
Leadership
Jeffrey GomezPrincipal, Managing Member and Chief Compliance Officer
Greg GrabovacPrincipal, Managing Member
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of G2 Capital Management, LLC
Greg Grabovac
Control person · since January 2017
- Owns 50% to 75% of G2 Capital Management, LLC
Jeffrey Gomez
Control person · since January 2017
G2 Capital Management’s regulatory assets grew 1.7× from $449M (June 2021) to $757M (March 2026); clients fell from 158 to 107 and employees rose from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $757M | 107 | 6 | 1 |
| July 2025 | $596M | 108 | 5 | 1 |
| June 2024 | $557M | 96 | 5 | 1 |
| April 2023 | $492M | 80 | 5 | 1 |
| March 2022 | $520M | 80 | 4 | 1 |
| June 2021 | $449M | 158 | 5 | 1 |
Besides its headquarters, G2 Capital Management has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 1600 West Lane Avenue, Suite 270, ColumbusHQ
Contact and registration details
- Legal name
- G2 Capital Management, LLC
- Headquarters
- 1600 West Lane Avenue, Suite 270, Columbus, OH 43221
- Website
- g2capital.net
- Phone
- 614-484-1400
- @g2-capital-management-llc
- SEC file
- 801-113196
- Structure
- Ohio LLC
- Fiscal year end
- December
G2 Capital Management uses Charles Schwab ($745M) as custodian for its separately managed accounts. G2 Capital Management has custody of $188M in client assets for 44 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $745M100%
At year end, G2 Capital Management’s separately managed accounts were mostly in stocks (56%) and funds (42%).
What the accounts hold
- Stocks56%
- Funds42%
- Cash2%
How many clients does G2 Capital Management have?
G2 Capital Management has 107 clients and manages $757 million for them, as of March 2026. They include 67 high-net-worth individuals and 40 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does G2 Capital Management offer?
G2 Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does G2 Capital Management use?
G2 Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $745M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does G2 Capital Management have?
G2 Capital Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does G2 Capital Management invest in?
At the end of its last fiscal year, G2 Capital Management’s separately managed accounts held 56% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs) and 2% cash and equivalents. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns G2 Capital Management?
G2 Capital Management’s direct owners are Greg Grabovac (50% to 75%) and Jeffrey Gomez (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does G2 Capital Management get paid?
G2 Capital Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is G2 Capital Management registered with the SEC?
Yes, G2 Capital Management has been registered with the SEC as an investment adviser since 10 May 2018. Its CRD number is 286521 and its SEC file number is 801-113196.
Source: Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record
How do I contact G2 Capital Management?
G2 Capital Management’s main office is at 1600 West Lane Avenue, Suite 270, Columbus, OH 43221. Its phone number is 614-484-1400. Its website is g2capital.net.