{"url":"https://nivawealth.com/firms/objective-capital-management-156013","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/156013","regulatoryAum":214166775,"crd":"156013","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4693767","suffix":null,"lastName":"DENHOLM","firstName":"CHRISTOPHER","middleName":"MICHAEL"},{"crd":"1351696","suffix":null,"lastName":"KOBYLJANEC","firstName":"WILLIAM","middleName":null},{"crd":"4647376","suffix":null,"lastName":"LEWIS","firstName":"TRISTAN","middleName":"ROBERT"},{"crd":"2509481","suffix":null,"lastName":"VERTES","firstName":"ADAM","middleName":"STEVEN"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-07-09","regulatoryAum":207400000,"clients":177,"employees":8,"offices":3},{"filedOn":"2022-03-29","regulatoryAum":320315634,"clients":251,"employees":8,"offices":3},{"filedOn":"2023-05-18","regulatoryAum":293004681,"clients":211,"employees":8,"offices":4},{"filedOn":"2024-03-27","regulatoryAum":381653900,"clients":302,"employees":8,"offices":5},{"filedOn":"2025-03-21","regulatoryAum":304740162,"clients":271,"employees":8,"offices":5},{"filedOn":"2026-03-23","regulatoryAum":214166775,"clients":115,"employees":4,"offices":2}],"secFileNumber":"801-114315","legalName":"Objective Capital Management, LLC","displayName":"Objective Capital Management","slug":"objective-capital-management-156013","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2011","organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3070 W. 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They include 72 high-net-worth individuals, 38 individual clients, and 5 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Objective Capital Management offer?","answer":"Objective Capital Management provides financial planning, portfolio management for individuals and small businesses, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Objective Capital Management charge?","answer":"Objective Capital Management charges 0.85%–1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable.","source":"OBJECTIVE CAPITAL MANAGEMENT, LLC ADV BROCHURE, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Objective Capital Management use?","answer":"Objective Capital Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $193M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Objective Capital Management have?","answer":"Objective Capital Management has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Objective Capital Management invest in?","answer":"At the end of its last fiscal year, Objective Capital Management’s separately managed accounts held 57% registered funds (mutual funds, ETFs, BDCs), 19% cash and equivalents, 12% exchange-traded equities, 7% pooled vehicles (private funds and similar), 2% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: Stuctured Notes Issued by Banks.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Objective Capital Management?","answer":"Objective Capital Management’s direct owners are Christopher Denholm (50% to 75%) and Tristan Lewis (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Objective Capital Management get paid?","answer":"Objective Capital Management is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Objective Capital Management registered with the SEC?","answer":"Yes, Objective Capital Management has been registered with the SEC as an investment adviser since 21 November 2018. Its CRD number is 156013 and its SEC file number is 801-114315.","source":"Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Objective Capital Management?","answer":"Objective Capital Management’s main office is at 3070 W. Market St, Suite 202, Fairlawn, OH 44333. 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