G2 Capital Management, Llc
- Regulatory AUM
- $757M
- Discretionary
- $756M
- Clients
- 107
- Avg AUM / client
- $7.1M
- Accounts
- 574
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 40 | $12.7M | 1.68% |
| High net worth individuals | 67 | $464M | 61.3% |
| Corporations and other businesses | Fewer than 5 clients | $280M | 37.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Vorys, Sater, Seymour And Pease Llp Retirement Plan Vorys, Sater, Seymour And Pease Llp | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Greg Robert Grabovac | Principal, Managing Member | Jan 2017 (10y) | 50% – 75% | |
| Jeffrey Richard Gomez | Principal, Managing Member And Chief Compliance Officer | CFP | Jan 2017 (10y) | 50% – 75% |
| Kevin Mark Vannatta | Registered representative | CFP | Jul 2020 (6y) | |
| Brad Thomas Gregory | Registered representative | Jul 2022 (4y) | ||
| Sean M Luttrell | Registered representative | CFP | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Vorys, Sater, Seymour And Pease Llp Retirement Plan | Vorys, Sater, Seymour And Pease Llp | 708 | $436M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $745M (98% of AUM) Mar 2026
- Pershing $124M (21% of AUM) Jul 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗