C2G Capital Management LLC

The firm provides financial planning, discretionary investment management through two in‑house programs (IMMFVAP and STIP), and pension consulting for individuals, retirement plans, trusts, estates, nonprofits, and business entities. It reports roughly $21.3 million in discretionary assets across about 140 clients and also prepares income tax returns and offers insurance products through its licensed insurance agency.

The investment approach centers on long‑term buy‑and‑hold with model-based asset allocation that can be reallocated for market conditions, using fundamental, technical, and cyclical analysis and quarterly reviews; accounts may be managed on a discretionary or non‑discretionary basis and clients may impose reasonable investment restrictions. Advisory fees are typically charged as a percentage of assets under management and the firm’s published program minimums are $250,000 (waivable), reflecting a tailored, allocation-driven process.

Notable differences from many peers include that the firm’s sole adviser operates the advisory practice alongside licensed insurance and tax‑preparation activities and may receive insurance commissions and 12b‑1 trail fees, conflicts the brochure discloses and addresses through policies and disclosures. The brochure does not identify high‑net‑worth individuals as a target client group and notes the managing member has other business interests and no separate internal supervisor for the adviser, distinguishing its structure and service mix from many supported‑firm peers.