Objective Capital Management, LLC
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
FINTRXOverview
Objective Capital Management, LLC is an independent, individual‑owned registered investment adviser that began SEC registration in 2018. The firm serves both individual and family clients as well as small institutional relationships, offering financial planning and portfolio management for individuals and small businesses. Its business mix includes acting as an insurance broker and charging fees based on a percentage of assets under management as well as hourly fees for advisory work. The adviser does not describe itself as an active ESG investor and is not positioned as a capital allocator or pension consultant.
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 Funds57%
- Cash & Cash Equivalents19%
- Exchange Traded Equities12%
- Private Funds7%
- US Government Bonds2%
Contacts
3 of 4Tristan Lewis
Partner, FounderCRD 4647376
Adam Vertes
Managing DirectorCRD 2509481
William Kobyljanec
Investment Adviser RepresentativeCRD 1351696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$118M in ETFs
86%
$102M
12%
$16.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $15.5M | 20,659 | 13.12% |
Location
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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