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- Custodian
- Charles Schwab & Company · JP Morgan · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Quantum timberMatrix +more
- Established Date
- 01-27-2017
- Office Locations
- 1
Office Locations
About G2 Capital Management, LLC
G2 Capital Management is a boutique RIA serving high- and ultra-high-net-worth families with partner-level, “personal CFO” style guidance that coordinates family office advisory, investment management and wealth management. The team emphasizes protection and growth across public and private investments, alongside financial planning, tax and charitable planning, and succession and business-owner needs. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY RICHARD GOMEZ
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, PRINCIPAL
- CRD
- #5299393
- Ownership
- 50% but less than 75%
GREG ROBERT GRABOVAC
Financial Advisor, General Partner, Managing Member, PRINCIPAL
- CRD
- #6301286
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Brad Thomas Gregory
Portfolio Manager
- CRD
- #6604216
Sean M Luttrell
--
- CRD
- #7373730
Harbor capital
Fusion wave vector
- CRD
- #19109
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $756,336,575 | $1,619,564 |
| Non-Discretionary | $192,301 | $1,797 |
| Total | $756,528,876 | $1,317,995 |
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Separately Managed Accounts
Total SMA Asset: $756,528,876
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,692,427,967 | 29.0% |
| Public Funds | $2,264,351,901 | 38.8% |
| Cash | $1,879,178,640 | 32.2% |
| Total | $5,835,958,508 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HARBOR ATLAS | EMBER FRONTIER | F839BE9VO | DPVJZ | 4.81% | $106,011,598 |
| GLACIER WAVE OPTIMA | MOMENTUM EMBER | S80LBEF0P | ZGCBX | 9.51% | $113,618,339 |
| CATALYST RADIAL BEACON | CATALYST BRIDGE | IW1E0ZIG0 | PAKT | 2.14% | $71,265,956 |
| PIONEER VITAL GLACIER | RADIAL GLACIER | KTM1EKU6K | JFQMO | 2.85% | $14,610,664 |
| SIGNAL OPTIMA | FRONTIER QUANTUM | QGKP7UISO | GKRNP | 9.36% | $54,379,156 |
| VERTEX VERTEX | OPTIMA PIONEER | 9NCXYIW7A | WBDO | 12.27% | $40,071,774 |
| DELTA INSIGHT | EMBER VERTEX | H9SZZ0JFE | SBEOG | 1.24% | $80,466,705 |
| OPTIMA HORIZON | FRONTIER OAK | ALI3IUGYO | YAG | 8.14% | $95,215,727 |