{"url":"https://nivawealth.com/firms/g2-capital-management-286521","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/286521","regulatoryAum":756528876,"crd":"286521","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5299393","suffix":null,"lastName":"GOMEZ","firstName":"JEFFREY","middleName":"RICHARD"},{"crd":"6301286","suffix":null,"lastName":"GRABOVAC","firstName":"GREG","middleName":"ROBERT"},{"crd":"6604216","suffix":null,"lastName":"Gregory","firstName":"Brad","middleName":"Thomas"},{"crd":"7373730","suffix":null,"lastName":"Luttrell","firstName":"Sean","middleName":"M"},{"crd":"7164709","suffix":null,"lastName":"Vannatta","firstName":"Kevin","middleName":"Mark"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-14","regulatoryAum":449332223,"clients":158,"employees":5,"offices":1},{"filedOn":"2022-03-16","regulatoryAum":520176465,"clients":80,"employees":4,"offices":1},{"filedOn":"2023-04-19","regulatoryAum":492129486,"clients":80,"employees":5,"offices":1},{"filedOn":"2024-06-27","regulatoryAum":556980549,"clients":96,"employees":5,"offices":1},{"filedOn":"2025-07-21","regulatoryAum":596132589,"clients":108,"employees":5,"offices":1},{"filedOn":"2026-03-27","regulatoryAum":756528876,"clients":107,"employees":6,"offices":1}],"secFileNumber":"801-113196","legalName":"G2 Capital Management, LLC","displayName":"G2 Capital Management","slug":"g2-capital-management-286521","website":"https://g2capital.net/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/286521/fc6dc3ab66b85ea6-r1.webp","tone":"dark","width":741,"height":200,"sourceUrl":"https://www.g2capital.net/","sourceLabel":"G2 Capital Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/g2-capital-management-llc/","founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1600 West Lane Avenue, Suite 270","city":"Columbus","state":"OH","stateName":"Ohio","country":"United States","postalCode":"43221"},"tradeNames":[],"registration":{"secApproved":"10 May 2018","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":4451845.037383177,"staff":{"employees":6,"advisory":5,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":756528876,"discretionary":756336575,"discretionaryAccounts":467,"nonDiscretionary":192301,"nonDiscretionaryAccounts":107,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":9},"clientTypes":[{"label":"Individuals (other than HNW)","clients":40,"regulatoryAum":12716449},{"label":"High-net-worth individuals","clients":67,"regulatoryAum":463630970},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":280181457}],"feePrograms":[{"role":"other","program":"Family Office Advisory Services","summary":"Family office advisory fees are a quarterly rate of up to 0.25% of investable assets and may include an annual flat fee.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028371","versionId":1028371,"submittedOn":"2026-03-27","documentName":"G2 FORM ADV2A DISCLOSURE BROCHURE, FORM ADV2B BROCHURE SUPPLEMENT AND PRIVACY POLICY"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T07:21:57.244744+00:00","documents":[{"name":"G2 FORM ADV2A DISCLOSURE BROCHURE, FORM ADV2B BROCHURE SUPPLEMENT AND PRIVACY POLICY","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028371","versionId":1028371,"submittedOn":"2026-03-27"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":745086491}],"custodyNote":"G2 Capital Management has custody of $188M in client assets for 44 clients.","leadership":[{"name":"Jeffrey Gomez","title":"Principal, Managing Member and Chief Compliance Officer","crd":"5299393"},{"name":"Greg Grabovac","title":"Principal, Managing Member","crd":"6301286"}],"ownership":[{"label":"Greg Grabovac","detail":"Principal, managing member in the 50% to 75% ownership band and a control person, since January 2017."},{"label":"Jeffrey Gomez","detail":"Principal, managing member and chief compliance officer in the 50% to 75% ownership band and a control person, since January 2017."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Ohio","offices":1,"addresses":[{"street":"1600 West Lane Avenue, Suite 270","city":"Columbus","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"614-484-1400","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Performance-based fees"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Pension consulting services","Other"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":56},{"label":"Securities issued by registered investment companies or business development companies","percent":42},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":1},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/286521/PDF/286521.pdf","brochureDate":"27 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1028371","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does G2 Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does G2 Capital Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does G2 Capital Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does G2 Capital Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does G2 Capital Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns G2 Capital Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does G2 Capital Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is G2 Capital Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact G2 Capital Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}