OBJECTIVE CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$214M
Discretionary
$187M
87% of AUM
Avg account
$712K
Accounts
301
Employees
4
Advisory reps
4

Firm details

Headquarters
FAIRLAWN, Ohio
CRD number
156013
Registered since
November 21, 2018
Website
ocmwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI93.56%
  • Individuals6.12%
  • Corporations / Businesses0.32%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Objective Capital Management, LLC is an independent registered investment adviser that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly fees and also operates as an insurance broker. It was SEC-registered in 2018 and is owned by an individual principal. Objective Capital serves both individual/family and institutional clients and reports no active ESG investing program. The firm maintains relationships with external professional partners, including accountants and law firms, to support client needs beyond investment management. It does not function as a capital allocator and is not designated as a multistate or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Cash & Cash Equivalents 19%, Exchange Traded Equities 12%, Private Funds 7%, US Government Bonds 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Other 1%57%
  • Public Funds/Mutual Funds57%
  • Cash & Cash Equivalents19%
  • Exchange Traded Equities12%
  • Private Funds7%
  • US Government Bonds2%

Contacts

3 of 4

  • TRISTAN LEWIS

    Partner, FounderCRD 4647376

  • ADAM VERTES

    Managing DirectorCRD 2509481

  • WILLIAM KOBYLJANEC

    Investment Adviser RepresentativeCRD 1351696

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 86

Active vs passive

$102M in ETFs

Passive

85%

$86.9M

Active

13%

$14.8M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$13.2M20,19712.97%
Unlock additional holdings →

Location

Primary office

FAIRLAWN, OH

SUMMIT

Location

FAIRLAWN, OH

Headquartered in FAIRLAWN, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
SUMMIT
Address
3070 W Market St
Time zone
ET (UTC-5)
Office locations

Similar firms

LINDAHL & MANSAGER INC

RIA

FAIRLAWN, OH

AUM $214MTEAM 3REPS 3

SCOFIELD & COMPANY, LLC

RIA

FAIRLAWN, OH

AUM $97MTEAM 5REPS 5

TRUE WEALTH DESIGN, LLC

RIA

FAIRLAWN, OH

AUM $494MTEAM 12REPS 8

KOHMANN BOSSHARD FINANCIAL SERVICES, LLC.

RIA

FAIRLAWN, OH

AUM $1.1BTEAM 9REPS 3

TCM WEALTH ADVISORS

RIA

FAIRLAWN, OH

AUM $29MTEAM 2REPS 1

REVISOR WEALTH MANAGEMENT LLC

RIA

FAIRLAWN, OH

AUM $2.5BTEAM 11REPS 9
More RIAs in FAIRLAWN →All Ohio RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth