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G2 CAPITAL MANAGEMENT, LLC
CRD 286521File 801-113196
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$756.5M
Above cohort median (national)
Discretionary AUM
$756.3M
Non-discretionary $192K
Clients
107
574 accounts
Employees
6
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 10, 2018
- Principal office
- 1600 WEST LANE AVENUE, SUITE 270, COLUMBUS, OH, 43221
- Phone
- (614) 484-1400
- Website
- http://www.g2capital.net
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $756.5M
- Discretionary AUM
- $756.3M
- Non-discretionary AUM
- $192K
- Discretionary accounts
- 467
- Non-discretionary accounts
- 107
- Total accounts
- 574
- AUM per client
- $7.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $280.2M |
| High net worth individuals | 67 | $463.6M |
| Individuals (other than high net worth individuals) | 40 | $12.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 108 | 107 | decreased by1 |
| Apr 1, 2026 | AUM | $596,132,589 | $756,528,876 | increased by$160,396,287 |
| Apr 1, 2026 | Accounts | 440 | 574 | increased by134 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 80 | 108 | increased by28 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $520,176,465 | $596,132,589 | increased by$75,956,124 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 287 | 440 | increased by153 |
| Apr 1, 2022 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2022 | Clients | 158 | 80 | decreased by78 |
| Apr 1, 2022 | AUM | $449,332,223 | $520,176,465 | increased by$70,844,242 |
| Apr 1, 2022 | Accounts | 428 | 287 | decreased by141 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “G2 CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“G2 CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.