Investment adviser · CRD 286521
G2 CAPITAL MANAGEMENT, LLC
Investment adviser filing (IA)
COLUMBUS, OH, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $757M Form ADV · Item 5.F
- Client accounts
- 574 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 67 | $463,630,970 | 61.3% |
| Corporations & businesses | Fewer than 5 | $280,181,457 | 37.0% |
| Individuals | 40 | $12,716,449 | 1.7% |
Filing source
Form ADV 2070659 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
1600 WEST LANE AVENUE, SUITE 270COLUMBUS, OH, 43221, United States
CRD 286521
Filing source
Form ADV 2070659 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.