G2 CAPITAL MANAGEMENT, LLC

Latest filing: Mar 24, 2025 (114 days ago)

View on IAPD

Adviser Website

AUM

$596,132,589

7% change vs. 1 year ago

15% change vs. 3 years ago

146% change vs. 5 years ago

0% change vs. 10 years ago

Employee Count

0% change vs. 1 year ago

25% change vs. 3 years ago

0% change vs. 5 years ago

0% change vs. 10 years ago

Main Office

COLUMBUS, OH

1600 WEST LANE AVENUE, COLUMBUS, OH, UNITED STATES, 43221

Client AUM

Discretion	AUM
Discretionary	$0.6
Non-Discretionary	$0.0
Total	$0.6

Client	AUM
Retail	$0.4
Pooled	$0.0
Institutional	$0.2
Total	$0.6

Retail	Accounts	AUM
Individual	38	$0.0
Average Individual AUM		$324,114
HNW	65	$0.4
Average HNW AUM		$6,474,503
Retail Total	103	$0.4
Average Retail AUM		$4,205,428

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian	Location	AUM
CHARLES SCHWAB & CO., INC.	SAN FRANCISCO-CA-USA	$0.4
PERSHING LLC	JERSEY CITY-NJ-USA	$0.1

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown	AUM
Total SMA AUM	$0.6
Retail SMA AUM	$0.4
Institutional SMA AUM	$0.2

Asset Class	%	AUM
Equity Exch	56%	$0.3
Equity Non-Exch	0%	$0.0
Govt Agency	1%	$0.0
Municipal	0%	$0.0
Sovereign	0%	$0.0
IG Credit	1%	$0.0
HY Credit	0%	$0.0
Derivatives	0%	$0.0
Investment Companies	41%	$0.2
Other Pools	0%	$0.0
Cash	1%	$0.0
Other	0%	$0.0
Total	100%	$0.6

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates	AUM	Business Types	CRD Number
G2 CAPITAL INSURANCE, LLC	$0.0		-

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

2 active

Name	Title
GRABOVAC, GREG, ROBERT IAPD Broker	PRINCIPAL, MANAGING MEMBER
GOMEZ, JEFFREY, RICHARD IAPD Broker	PRINCIPAL, MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

4 active representatives found

Name	City	State	Exams	Designations
JEFFREY GOMEZ	COLUMBUS	OH		CERTIFIED FINANCIAL PLANNER
GREG GRABOVAC	COLUMBUS	OH
BRAD GREGORY	COLUMBUS	OH	S65\|2016-03-21
KEVIN VANNATTA	COLUMBUS	OH

ADVDB.CO • SOURCE: SEC

History

Date	AUM	AUM ∆	AUM % ∆	Empl	Empl ∆	Empl % ∆
2025-06-02	$0.6	$0.0	0%	5	0	0%
2025-04-21	$0.6	$0.0	0%	5	0	0%
2024-04-02	$0.6	$0.0	7%	5	0	0%
2023-04-04	$0.5	$0.1	21%	5	0	0%
2022-04-01	$0.5	$0.1	15%	4	1	25%
2021-04-05	$0.4	$0.1	33%	5	0	0%
2020-04-01	$0.2	$0.4	146%	5	0	0%
2019-04-01	$0.2	$0.4	234%	5	0	0%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS

OH, OH-05/10/2018

ADVISER ACTIVITIES

FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PENSION CONSULTING

OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV