A complete list of active advisors currently associated with G2 Capital Management, LLC

Warmer can help you find a great advisor at G2 Capital Management, LLC or one who fits your needs even better.

G2 Capital Management, LLC is an SEC‑registered advisory firm that manages roughly $756.5 million for about 107 clients and provides discretionary investment management, wealth management, family office advisory, retirement plan advisory, and access to private capital market opportunities. Clients include individuals, high‑net‑worth clients, trusts, estates, corporations and retirement plans, and the firm also serves as general partner and investment manager to a pooled private fund. The firm describes a primarily long‑term, rules‑based investment approach (RBI) that emphasizes risk management through diversified allocations to low‑cost mutual funds, index funds and ETFs, with occasional use of individual stocks or bonds and both fundamental and technical analysis as needed. G2 works with clients to create an investment policy statement, conducts ongoing portfolio oversight and, for accredited or qualified investors, supplements public market strategies with private capital investments coordinated through separate offering documents. What distinguishes G2 from many peers is its involvement in private fund and private capital activity: it acts as adviser and general partner to a pooled fund, offers private capital opportunities that can include performance‑based fee arrangements, and provides related offering materials and side‑letter practices that can affect investor terms. The brochure also discloses affiliated business activity (an affiliated private capital entity and an insurance agency) and the firm’s disclosure that private offering materials may present hypothetical or projected performance, all of which introduce conflicts and complexities not present at most team firms.

To learn more about the advisors currently working at G2 Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.