← Tributary

G2 CAPITAL MANAGEMENT, LLC

COLUMBUS, OH · CRD 286521 · IAPD ↗ · g2capital.net · (614) 484-1400

$756.5MRegulatory AUM
5Advisory reps
6Employees
9Clients
26-50Planning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — G2 CAPITAL MANAGEMENT, LLC reported RAUM up 27% ($596.1M -> $756.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2026 — G2 CAPITAL MANAGEMENT, LLC now reports 1 private fund(s) ($3.3M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
70
April 2024 — G2 CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($492.1M -> $557.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.