Sean M. Luttrell

G2 CAPITAL MANAGEMENT

COLUMBUS, OH 43221

Some features on this profile are disabled

CRD#: 7373730

Professional summary

Sean M Luttrell is a registered financial advisor currently at G2 CAPITAL MANAGEMENT, LLC located in Columbus, Ohio.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Sean has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Sean M Luttrell'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 23, 2025 - Present

G2 CAPITAL MANAGEMENT, LLC

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

RIA

CRD#: 286521

COLUMBUS, OH

Past

July 20, 2021 - December 13, 2021

MORGAN STANLEY

RIA

CRD#: 149777

Columbus, OH

Past

July 16, 2021 - December 13, 2021

MORGAN STANLEY

CRD#: 149777

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
(7/23/2025)

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

State Security Law Exam

IAR

Series 66

Date: 9/10/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/16/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/21/2021

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Andrew Lehman

INSPIRE ADVISORS, LLC

IAR

Columbus, OH

James Bowman

JANNEY MONTGOMERY SCOTT LLC

IAR

Columbus (grandview), OH

Cody Anderson

J.P. MORGAN SECURITIES LLC

IAR

UPPER ARLINGTON, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Sean M. Luttrell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sean M Luttrell's CRS (Customer Relationship Summary).

Certified licenses

Experience

G2 CAPITAL MANAGEMENT, LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

G2 CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2021

Series 7TO

Date: 7/16/2021

SIE

Date: 5/21/2021

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

Similar Advisors