Objectivity Squared provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, and insurance.
Objectivity Squared reports 181 clients. They include 126 individual clients and 55 high-net-worth individuals. Of its assets, 100.0% ($488M across 1,003 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $488M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 18% |
| High-net-worth individuals | 30% | 67% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Corporations and other businesses | Fewer than 5 | 13% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 126 | $87.9M | 18.0% | $697K |
| High-net-worth individuals | 55 | $329M | 67.5% | $5.99M |
| Pension and profit-sharing plans | Fewer than 5 | $7.91M | 1.6% | — |
| Corporations and other businesses | Fewer than 5 | $62.8M | 12.9% | — |
| Total | 181 | $488M | 100% | — |
- Clients
- 126
- Regulatory AUM
- $87.9M
- AUM share
- 18.0%
- Avg. per client
- $697K
- Clients
- 55
- Regulatory AUM
- $329M
- AUM share
- 67.5%
- Avg. per client
- $5.99M
- Clients
- Fewer than 5
- Regulatory AUM
- $7.91M
- AUM share
- 1.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $62.8M
- AUM share
- 12.9%
- Avg. per client
- —
Total
- Clients
- 181
- Regulatory AUM
- $488M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Objectivity Squared charges 0.80%–1.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Fee details and sources
Alexander Opoulos owns 50% to 75% of Objectivity Squared. It has 6 employees, 4 of them in advisory roles.
Leadership
- Nicholas HolmesManaging Member / CCO
- Alexander OpoulosManaging Member
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 50% to 75% of Objectivity Squared, LLC
Alexander Opoulos
Control person · since October 2020
- Owns 25% to 50% of Objectivity Squared, LLC
Nicholas Holmes
Control person · since October 2020
Objectivity Squared’s regulatory assets grew 1.9× from $252M (July 2021) to $488M (March 2026); clients rose from 125 to 181 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $488M | 181 | 6 | 1 |
| March 2025 | $401M | 164 | 6 | 1 |
| March 2024 | $362M | 119 | 6 | 1 |
| April 2023 | $337M | 138 | 5 | 1 |
| March 2022 | $329M | 140 | 4 | 1 |
| July 2021 | $252M | 125 | 4 | 1 |
Besides its headquarters, Objectivity Squared has 0 offices, with 1 listed address in South Carolina.
South Carolina · 1 listed address
- 701 East Bay Street, Suite 403, CharlestonHQ
Contact and registration details
- Legal name
- Objectivity Squared, LLC
- Headquarters
- 701 East Bay Street, Suite 403, Charleston, SC 29403
- Website
- objectivitysquared.com
- Phone
- 843-212-2805
- SEC file
- 801-119693
- Founded
- 2020
- Structure
- South Carolina LLC
- Fiscal year end
- December
Objectivity Squared uses Raymond James ($488M) as custodian for its separately managed accounts. Objectivity Squared has custody of $150M in client assets for 171 clients.
- Raymond JamesRaymond James Financial Services, Inc. · St. Petersburg, FL · $488M100%
At year end, Objectivity Squared’s separately managed accounts were mostly in funds (59%) and stocks (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $178M across 56 positions; the largest are iShares TR (19.7%), iShares TR (11.0%) and iShares TR (10.6%).
What the accounts hold
- Stocks18%
- Exchange-traded equities17%
- Non-exchange-traded equities1%
- Funds59%
- Cash13%
- Other10%
- Structured notes & one annuity10%
Reported 13F holdings
- $178M
- Reported 13F value
- 56
- Positions
- 75.7%
- In the 10 largest
- +11.9%
- Value vs. prior quarter
- iShares TR · Rus 1000 Val ETF19.7%
- iShares TR · Core Div Grwth11.0%
- iShares TR · Rus 1000 Grw ETF10.6%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt8.8%
- American Centy ETF TR · US Sml CP Valu6.6%
- Alphabet Inc. · Cap Stk CL C5.2%
- American Centy ETF TR · Avantis Emgmkt4.2%
- USA Compression Partners LP · Com Unit Ltdpar3.6%
- Mplx LP · Com Unit Rep Ltd3.3%
- Dell Technologies Inc. · CL C2.7%
Together, the ten largest are 75.7% of reported value.
How many clients does Objectivity Squared have?
Objectivity Squared has 181 clients and manages $488 million for them, as of March 2026. They include 126 individual clients and 55 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Objectivity Squared offer?
Objectivity Squared provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, education planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Objectivity Squared charge?
Objectivity Squared charges 0.80%–1.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Which custodians does Objectivity Squared use?
Objectivity Squared’s separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $488M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Objectivity Squared have?
Objectivity Squared has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Objectivity Squared invest in?
At the end of its last fiscal year, Objectivity Squared’s separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 13% cash and equivalents, 10% other and 1% non-exchange-traded equities. The 10% other category is described as: Structured Notes & One Annuity.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Objectivity Squared?
Objectivity Squared’s direct owners are Alexander Opoulos (50% to 75%) and Nicholas Holmes (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Objectivity Squared get paid?
Objectivity Squared is paid through a percentage of assets under management. 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
Is Objectivity Squared registered with the SEC?
Yes, Objectivity Squared has been registered with the SEC as an investment adviser since 26 October 2020. Its CRD number is 311052 and its SEC file number is 801-119693.
Source: Form ADV Part 1A, Item 1, filed 5 March 2026; IAPD firm record
How do I contact Objectivity Squared?
Objectivity Squared’s main office is at 701 East Bay Street, Suite 403, Charleston, SC 29403. Its phone number is 843-212-2805. Its website is objectivitysquared.com.