DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
G2 Capital Management, LLC
Latest filing Mar 27, 2026
First filing on the tape Apr 10, 2018 · 21 filings
SEC status approved since May 10, 2018
RAUM
$757M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
63%
$476M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$151M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$757M as of Mar 27, 2026
Mar 27, 2019$179M then
HNW client RAUM$464M as of Mar 27, 2026
Mar 27, 2019$154M then
State-registered IARs (5.B.3)5 as of Mar 27, 2026
Mar 27, 20194 then
Employees (5.A)6 as of Mar 27, 2026
Mar 27, 20195 then
Private funds: 1
RAUM +27% over the last fiscal year+15% a year over threeIARs 4 to 5
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- RAUM per advisor
- $151MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 21derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.9MderivedHNW RAUM over HNW clients
- Average account
- $1.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +27%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.9%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for pooled vehicles, pension consulting, otherreportedItem 5.G
- Custody
- $188M, 44 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$464M61%
- Corporations and businesses$280M37%
- Individuals$12.7M1.7%
- Individual clients
- 40reported
- HNW clients
- 67reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 574reported
- Financial planning clients
- 26-50reported
- Wrap fee programs
- noreported
- Custody of client assets
- $188M for 44 clientsreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.63 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jeffrey Richard GomezCertified Financial Planner | Columbus, Oh | Jan 27, 2017 | 20 y | 1 |
| Greg Robert Grabovac | Columbus, Oh | Jan 27, 2017 | 13 y | 1 |
| Kevin Mark VannattaCertified Financial Planner | Columbus, Oh | Jul 17, 2020 | 17 y | 0 |
| Brad Thomas Gregory | Columbus, Oh | Jul 22, 2022 | 15 y | 1 |
| Sean M LuttrellCertified Financial Planner | Columbus, Oh | Jul 23, 2025 | 10 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Nicholas Rinker to Vela Investment Management, LLCJan 7, 2022 · RIA to RIA
- James Harrison Graver to Graver Capital Management, LLCMar 31, 2021 · RIA to RIA
Joined, latest
- Sean M Luttrell from Morgan StanleyJul 23, 2025 · Wirehouse to independent RIA
- Brad Thomas Gregory from Buckingham Capital Management, Inc.Jul 22, 2022 · RIA to RIA
- James Harrison Graver from Wells Fargo AdvisorsJun 6, 2017 · Wirehouse to independent RIA
- Greg Robert Grabovac from Wealthstone AdvisorsJan 27, 2017 · Other
- Jeffrey Richard Gomez from Wealthstone AdvisorsJan 27, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Wealthstone AdvisorsJan 24, 2017 · Columbus, Oh
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Richard Jeffrey Gomez · Principal, Managing Member And Chief Compliance Officercontrolsince 01/2017 · owns 50% to 75%
- Robert Greg Grabovac · Principal, Managing Membercontrolsince 01/2017 · owns 50% to 75%
Related persons
Schedule D 7.A
- G2 Capital Insurance, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Columbus, Oh · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Mar 27, 2026portfolio management for pooled vehicles (Item 5.G.4): no on the filing of 2025-07-21, yes on the filing of 2026-03-27peers: independent wealth managers, $500M to $1B (1,482)
- business activity changedChange between filings · filing Mar 27, 2026advises private funds (Item 7.B): no on the filing of 2025-07-21, yes on the filing of 2026-03-27peers: independent wealth managers, $500M to $1B (1,482)
What changed
consecutive filings, newest first
- Accounts · 440 to 574Jul 21, 2025 to Mar 27, 2026
- Advisory employees · 4 to 5Jul 21, 2025 to Mar 27, 2026
- Advisory activities · 4 to 5Jul 21, 2025 to Mar 27, 2026
- Corporate clients · 5.0 to unsetJul 21, 2025 to Mar 27, 2026
- HNW clients · 65 to 67Jul 21, 2025 to Mar 27, 2026
- Individual clients · 38 to 40Jul 21, 2025 to Mar 27, 2026
- Assets in custody · $146M to $188MJul 21, 2025 to Mar 27, 2026
- Employees · 5 to 6Jul 21, 2025 to Mar 27, 2026
- State-registered IARs · 4 to 5Jul 21, 2025 to Mar 27, 2026
- Private funds · unset to 1Jul 21, 2025 to Mar 27, 2026
- Discretionary RAUM · $596M to $756MJul 21, 2025 to Mar 27, 2026
- HNW RAUM · $421M to $464MJul 21, 2025 to Mar 27, 2026
- Individual RAUM · $12.3M to $12.7MJul 21, 2025 to Mar 27, 2026
- Non-discretionary RAUM · $166,697 to $192,301Jul 21, 2025 to Mar 27, 2026
- RAUM · $596M to $757MJul 21, 2025 to Mar 27, 2026
- Financial planning clients · 26-50 to 26-50Mar 24, 2025 to Jul 21, 2025
- Accounts · 377 to 440Jun 27, 2024 to Mar 24, 2025
- Individual clients · 26 to 38Jun 27, 2024 to Mar 24, 2025
- Assets in custody · $10.6M to $146MJun 27, 2024 to Mar 24, 2025
- Discretionary RAUM · $557M to $596MJun 27, 2024 to Mar 24, 2025
- HNW RAUM · $399M to $421MJun 27, 2024 to Mar 24, 2025
- Individual RAUM · $6.3M to $12.3MJun 27, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $91,881 to $166,697Jun 27, 2024 to Mar 24, 2025
- RAUM · $557M to $596MJun 27, 2024 to Mar 24, 2025
- Accounts · 294 to 377Apr 19, 2023 to Mar 28, 2024
- Corporate clients · unset to 5.0Apr 19, 2023 to Mar 28, 2024
- HNW clients · 53 to 65Apr 19, 2023 to Mar 28, 2024
- Individual clients · 27 to 26Apr 19, 2023 to Mar 28, 2024
- Assets in custody · $38.0M to $10.6MApr 19, 2023 to Mar 28, 2024
- Discretionary RAUM · $492M to $557MApr 19, 2023 to Mar 28, 2024
- HNW RAUM · $318M to $399MApr 19, 2023 to Mar 28, 2024
- Individual RAUM · $9.5M to $6.3MApr 19, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $77,293 to $91,881Apr 19, 2023 to Mar 28, 2024
- RAUM · $492M to $557MApr 19, 2023 to Mar 28, 2024
- Accounts · 287 to 294Aug 18, 2022 to Mar 20, 2023
- Advisory employees · 3 to 4Aug 18, 2022 to Mar 20, 2023
- Corporate clients · 3.0 to unsetAug 18, 2022 to Mar 20, 2023
- Individual clients · 24 to 27Aug 18, 2022 to Mar 20, 2023
- Assets in custody · $46.0M to $38.0MAug 18, 2022 to Mar 20, 2023
- Employees · 4 to 5Aug 18, 2022 to Mar 20, 2023
Signals
6 dated events
- G2 Capital Management, Llc reported RAUM $756.5M, up 27% from $596.1M (2025-07-21 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Nicholas Rinker left G2 Capital Management, Llc for Vela Investment Management, Llc (registered 2022-02-07)Jan 7, 2022 · Advisor changed firm · fact
- G2 Capital Management, Llc reported RAUM $449.3M, up 86% from $242.0M (2021-01-31 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- Harrison James Graver (Principal) no longer on Schedule A of G2 Capital Management, Llc (listed 2020-06-26, absent 2021-01-31)Jan 31, 2021 · Control person left · inference
- Harrison James Graver (Principal) appeared on Schedule A of G2 Capital Management, LlcMar 26, 2020 · Control person joined · fact
- G2 Capital Management, Llc filed its initial SEC registration (Form ADV)Apr 10, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- g2@g2capital.netreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 614-484-1400reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/g2-capital-management-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- g2capital.netreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (614) 484-1400reportedpublic record, Form ADV, Mar 27, 2026
- Contact form
- g2capital.net/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $151Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026