CRD: 137014
C2G Capital Management LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-18-2005
- Office Locations
- 1
Office Locations
About C2G Capital Management LLC
C2G Capital Management LLC provides “cradle to grave” lifecycle financial planning and investment management, guiding clients through major life transitions. The firm uses values-based planning to build a Financial Road Map® and screens for mutual fit, aiming to serve a focused set of relationships. Offers access to third-party money managers plus insurance and banking solutions; portfolios are ETF-centric and custody includes Schwab/TD Ameritrade.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS JAMES COPELAND JR.
Chief Compliance Officer, Managing Member
- CRD
- #4387097
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,276,157 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,276,157 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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