Kevin M. Vannatta

G2 CAPITAL MANAGEMENT

COLUMBUS, OH 43221

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CRD#: 7164709

Professional summary

Kevin Mark Vannatta, who also goes by Kevin M Vannatta, Kevin Vannatta, is a registered financial advisor currently at G2 CAPITAL MANAGEMENT, LLC located in Columbus, Ohio.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kevin has worked at 2 firms and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin M Vannatta | Kevin Vannatta

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Mark Vannatta's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 17, 2020 - Present

G2 CAPITAL MANAGEMENT, LLC

Office #1: 1600 West Lane Avenue Suite 270, Columbus, OH 43221

RIA

CRD#: 286521

COLUMBUS, OH

Past

December 19, 2019 - July 3, 2020

J.P. MORGAN SECURITIES LLC

CRD#: 79

COLUMBUS, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

G2 CAPITAL MANAGEMENT, LLC

G2 CAPITAL MANAGEMENT, INC. | G2 CAPITAL MANAGEMENT, LLC

CRD#: 286521 / SEC#: 801-113196

RIA

Registered Investment Advisory firm - (5/10/2018 Approved)

Ohio

Registered Investment Advisory firm - (5/15/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/17/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7TO

Date: 12/19/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/6/2019

Securities Industry Essentials Examination

Current Firm

G2 CAPITAL MANAGEMENT, LLC

G2 CAPITAL MANAGEMENT, INC. | G2 CAPITAL MANAGEMENT, LLC

CRD#: 286521 / SEC#: 801-113196

RIA

Registered Investment Advisory firm - (5/10/2018 Approved)

Ohio

Registered Investment Advisory firm - (5/15/2018 Terminated)

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Contact information

Main Address

1600 West Lane Avenue Suite 270, Columbus, OH 43221

Mailing Address

Phone number

(614) 484-1400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

G2 FORM ADV2A DISCLOSURE BROCHURE, FORM ADV2B BROCHURE SUPPLEMENT AND PRIVACY POLICY (7/21/2025)

Regulatory assets under management

Total Number of Accounts	440
AUM (Assets Under Management)	$ 596,132,589

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/12/2024	Cover Page	Report
12/13/2023	Cover Page	Report
01/03/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Kevin M. Vannatta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Mark Vannatta's CRS (Customer Relationship Summary).

Certified licenses

Experience

G2 CAPITAL MANAGEMENT, LLC

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

G2 CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 7TO

Date: 12/19/2019

SIE

Date: 8/6/2019

Current Firm

G2 CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

G2 CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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