# G2 Capital Management, LLC

> G2 Capital Management, LLC is an SEC-registered investment advisory firm in Columbus, OH, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 286521
- Filed as: G2 CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286521
- AdvisorCensus page: https://advisorcensus.com/firm/g2-capital-management-llc-columbus-oh-286521

## Quick answers

**How is G2 Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), G2 Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is G2 Capital Management, LLC located?**
G2 Capital Management, LLC's principal office is in Columbus, OH, according to its Form ADV.

**Is G2 Capital Management, LLC registered with the SEC or a state?**
G2 Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 286521.

**How much does G2 Capital Management, LLC manage?**
G2 Capital Management, LLC reports $756,528,876 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have G2 Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for G2 Capital Management, LLC: Regulatory assets under management: $449,332,223 in the October 2021 data and $756,528,876 in the October 2026 data, up 68%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does G2 Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (67); individuals (other than high net worth individuals) (40).

**Which custodians does G2 Capital Management, LLC use?**
G2 Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does G2 Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286521

**What changed in G2 Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $596,132,589 to $756,528,876 (+27%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $756,528,876
- Discretionary: $756,336,575
- Non-discretionary: $192,301

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $12,716,449 |
| High net worth individuals | 67 | $463,630,970 |
| Corporations or other businesses not listed above | Fewer than 5 | $280,181,457 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- g2capital.net
- LinkedIn @g2-capital-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $449,332,223 | 5 | June 14, 2021 |
| October 2022 | $520,176,465 | 4 | August 18, 2022 |
| October 2023 | $492,129,486 | 5 | April 19, 2023 |
| October 2024 | $556,980,549 | 5 | June 27, 2024 |
| October 2025 | $596,132,589 | 5 | July 21, 2025 |
| October 2026 | $756,528,876 | 6 | March 27, 2026 |

Regulatory assets under management: $449,332,223 in the October 2021 data and $756,528,876 in the October 2026 data, up 68%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $596,132,589 to $756,528,876 (+27%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. G2 Capital Management, LLC (CRD 286521): Form ADV filing data as of October 2026.