Unclaimed Profile

James Harrison Graver

G2 CAPITAL MANAGEMENT, LLC·COLUMBUS, Ohio

SIE, Series 7, Series 63, Series 66Clean record25 years registeredG2 CAPITAL MANAGEMENT, LLC

1600 WEST LANE AVENUE, COLUMBUS, OH 43221CRD# 2835090Firm CRD# 286521

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Harrison Graver · COLUMBUS, OH

Registration

CRD #2835090 · G2 CAPITAL MANAGEMENT, LLC · 25 years registered

Brand Profile

Not yet started

Career History

GRAVER CAPITAL MANAGEMENT, LLC

Jan 2021 – present

G2 CAPITAL MANAGEMENT, LLC

Jun 2017 – Mar 2021

COLUMBUS, OH

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Feb 2009 – Jun 2017

DUBLIN, OH

SAGEPOINT FINANCIAL, INC.

May 2006 – Feb 2009

PHOENIX, AZ

PREFERRED CAPITAL MANAGEMENT

Oct 2001 – Aug 2006

DUBLIN, OH

RAYMOND JAMES FINANCIAL SERVICES

Jun 2001 – May 2006

DUBLIN, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · June 5, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

G2 CAPITAL MANAGEMENT, LLC

CRD 286521 · SEC 801-113196

AUM

$557M

Regulatory assets under management

Employees

377 client accounts

Services offered by G2 CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at G2 CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does James Harrison Graver offer?

James Harrison Graver specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Ohio for a consultation.

What are James Harrison Graver's credentials?

James Harrison Graver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Harrison Graver located?

James Harrison Graver is based in COLUMBUS, Ohio, working with G2 CAPITAL MANAGEMENT, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.

How does James Harrison Graver charge for services?

James Harrison Graver's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is G2 CAPITAL MANAGEMENT, LLC?

G2 CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $557M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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