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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Objectivity Squared offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Objectivity Squared charge?","answer":"Objectivity Squared charges 0.80%–1.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.","source":"OSWM FORM ADV PART 2A, filed 5 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Objectivity Squared use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Objectivity Squared have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Objectivity Squared invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Objectivity Squared?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Objectivity Squared get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Objectivity Squared registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Objectivity Squared?","answer":"Objectivity Squared’s main office is at 701 East Bay Street, Suite 403, Charleston, SC 29403. Its phone number is 843-212-2805. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}