G2 Capital Management, LLC / Oh
G2 Capital Management, LLC is a boutique investment adviser and wealth management firm headquartered in Columbus, Ohio. Founded in 2017, the firm provides investment advisory, financial planning, and family office services to high net worth individuals, families, trusts, estates, corporations, and retirement plans. Owned and operated by Greg R. Grabovac, JD and Jeffrey R. Gomez, CPA, CFP®, the firm serves clients with a focus on fiduciary standards and personalized financial guidance. It employs between 11 and 50 professionals.
Investment Strategy
G2 Capital Management delivers fee-only investment management tailored to client objectives and risk tolerance. The firm serves as a fiduciary, providing both discretionary and non-discretionary advisory services. It offers diversified portfolios using traditional public securities, and for accredited investors, includes private capital market opportunities such as private real estate, private debt, and private equity. The approach emphasizes regular monitoring, annual formal portfolio reviews, and a disciplined process that may combine tax efficiency, risk management, and coordination with outside experts for estate and retirement planning.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 41.02% | $146.0M | 2,178,411 | $54.55 | $67.02 | +$37.5M |
M MOAT | VANECK ETF TRUST | 9.89% | $35.2M | 375,332 | $77.21 | $93.79 | +$2.9M |
J JMUB | J P MORGAN EXCHANGE TRADED F | 9.70% | $34.5M | 695,217 | $49.74 | $49.64 | +$28.6M |
B BND | VANGUARD BD INDEX FDS | 7.38% | $26.3M | 356,840 | $73.77 | $73.63 | +$2.4M |
D DUHP | DIMENSIONAL ETF TRUST | 4.95% | $17.6M | 495,200 | $34.96 | $35.56 | +$13.6M |