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
www.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 formed in 2018 and organized as an LLC with individual ownership. The firm serves both individuals and families as well as institutional clients, offering financial planning and portfolio management services targeted at individuals and small businesses. Its advisory fees are charged as a percentage of assets under management and on an hourly basis. Objective Capital also operates as an insurance broker and lists industry affiliations with accountants and law firms. The firm does not describe itself as an active ESG investor, a multi-state adviser, a pension consultant, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 94

Active vs passive

$118M in ETFs

Passive

86%

$102M

Active

12%

$16.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$15.5M20,65913.12%
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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth