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 SEC-registered since 2020. The firm is owner-operated and serves individual and family clients, charging a percentage-of-AUM fee. Its service set centers on financial planning and discretionary portfolio management for individuals and small businesses, with capabilities also noted for managing assets for businesses or institutions and providing pension consulting services. The firm does not market itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 4NICHOLAS 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 22Active vs passive
$110M in ETFs
82%
$90.2M
18%
$19.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE ETF (IWD) | BlackRock | Passive | Large Value | $30.7M | 143,620 | 27.94% |
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
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