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| Happy Holidays!! thanks for using AUM13F!! |
| G2 Capital Management LLC
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| CRD # | 286521 |
| SEC # | 801-113196 |
| CIK # | 0001910858 |
| AUM | $596.1 M (2025-07-21) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 614-484-1400 |
| Address | 1600 West Lane Avenue Columbus, OH 43221 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.3 | ||
| Nvidia Corp | 5.1 | ||
| Alphabet Inc | 2.9 | ||
| Amazon Com Inc | 1.9 | ||
| Microsoft Corp | 1.4 | ||
| Netflix Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 12.3 |
| (b) Individuals (high net worth individuals) | 65 | 420.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 163.0 |
| (n) Other | 0 | 0.0 |
| Total | 440 | 596.1 |
| By Discretionary | ||
| Discretionary | 435 | 596.0 |
| Non-Discretionary | 5 | 0.2 |
| Total | 440 | 596.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 596.1 | |
| Total | 440 | 596.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910858] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tyler-Stone Wealth Management LLC
✚
|
OH | 0.6 |
|
Harrell Investment Partners LLC
✚
|
TX | 0.6 |
|
Arjuna Capital LLC
✚
|
MA | 0.6 |
|
Lesko Securities Inc
✚
|
NY | 0.6 |
|
Hyposwiss Advisors Sa
✚
|
0.6 | |
|
Interchange Capital Partners LLC
✚
|
PA | 0.6 |
|
Berkeley Inc
✚
|
ID | 0.6 |
|
St James Investment Company LLC
✚
|
TX | 0.6 |
|
Moss LUSE & Womble LLC
✚
|
TX | 0.6 |
|
Foundation Wealth Management LLC
✚
|
MO | 0.6 |