C2 Investment Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
6
0% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
2
Average account size
$0
About
C2 Investment Group provides non‑discretionary investment consulting to public funds such as municipalities, universities and school districts, offering Government Bond Index Tracking services tailored to institutional clients. As of January 1, 2026 the firm reported approximately $215 million in assets under advisement across a small roster of institutional accounts.
The firm’s process centers on advising clients in the selection of an appropriate bond index to replicate and providing access to an index‑tracking optimization application that generates monthly rebalancing recommendations and enforces constraints (weighted average maturity, yield, duration and coupon). Investments are limited to U.S. Treasury and U.S. Agency securities, and clients retain responsibility for executing transactions and selecting custodians and brokers; C2IG does not take discretionary trading authority or custody of client assets.
Notable and uncommon features disclosed in the brochure include an affiliation with a portfolio accounting and reporting product (Tracker) that principals sell and for which they report spending about 25% of their time, a practice relatively rare among peers. The firm’s exclusive focus on institutional government‑bond index replication and its concentrated client base (six institutional clients) distinguish it from many supported advisors that serve individual or broader client segments.
Client services
Expertise
Occupation focus
Fee options
0.10% annually, not to exceed $30,000 per year per portfolio
Account minimum: $5,000,000 Minimum fee: $8,000 minimum annual fee
Main office location
C2 Investment Group
106 Langtree Village Drive, Suite 301
Mooresville NC 28117, United States
Number of offices
1
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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