Objectivity Squared Wealth Management
Firm details
- Headquarters
- Charleston, South Carolina
- CRD number
- 311052
- Registered since
- October 26, 2020
- Website
- www.objectivitysquared.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.49%
- Individuals18.01%
- Corporations / Businesses12.88%
- Pension & Profit Sharing Plans1.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Objectivity Squared Wealth Management is an independent registered investment adviser organized as an LLC and established in 2020. The firm is owner-operated and focuses on serving individual and family clients through fee schedules tied to a percentage of assets under management. Core advisory capabilities listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm does not identify as an active ESG investor or a capital allocator and appears to operate primarily as a discretionary wealth manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds59%
- Exchange Traded Equities17%
- Cash & Cash Equivalents13%
- Other10%
- Non-Exchange Traded Equities1%
Contacts
3 of 4
Nicholas Holmes
PartnerCRD 4318839
Jonathan Schumacher
Planning AssociateCRD 7944168
Carson Howard
Investment AnalystCRD 7938018
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$122M in ETFs
84%
$103M
16%
$19.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $35M | 144,543 | 28.78% |
Location
Charleston, SC
Charleston
Location
Charleston, SC
Headquartered in Charleston, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 701 E Bay St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Ballast Rock Private Wealth
RIACharleston, SC
Altriarch Asset Management, LLC
RIACharleston, SC
Global Frontier Investments, LLC
RIACharleston, SC
Nicholson Wealth Management Group
RIACharleston, SC
Victoria Capital Management, Inc.
RIACharleston, SC
Capasso Planning Partners LLC
RIACharleston, SC