{
  "crd_number": 156013,
  "slug": "objective-capital-management-llc-fairlawn-oh-156013",
  "primary_business_name": "OBJECTIVE CAPITAL MANAGEMENT, LLC",
  "legal_name": "OBJECTIVE CAPITAL MANAGEMENT, LLC",
  "dbas": [
    "OCM PRIVATE WEALTH"
  ],
  "city": "Fairlawn",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "10420",
  "metro": {
    "cbsa_code": "10420",
    "common_name": "Akron",
    "msa_name": "Akron, OH",
    "path": "/advisors/oh/akron"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-11-21",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 214166775.0,
  "raum_discretionary": 186875665.0,
  "raum_non_discretionary": 27291110.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 13110693.0,
      "count": 38
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 200377053.0,
      "count": 72
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 679029.0,
      "count": 5
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IL",
    "IN",
    "MI",
    "NH",
    "NY",
    "OH",
    "TX"
  ],
  "websites": [
    "https://objectivecm.com",
    "https://ocmwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156013",
  "city_as_filed": "FAIRLAWN",
  "url": "https://advisorcensus.com/firm/objective-capital-management-llc-fairlawn-oh-156013",
  "display_name": "Objective Capital Management, LLC",
  "summary": "Objective Capital Management, LLC is an SEC-registered investment advisory firm in Fairlawn, OH, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Objective Capital Management, LLC (CRD 156013): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Objective Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Objective Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Objective Capital Management, LLC located?",
      "a": "Objective Capital Management, LLC's principal office is in Fairlawn, OH, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Objective Capital Management, LLC registered with the SEC or a state?",
      "a": "Objective Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 156013."
    },
    {
      "q": "How much does Objective Capital Management, LLC manage?",
      "a": "Objective Capital Management, LLC reports $214,166,775 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (87% discretionary)."
    },
    {
      "q": "How have Objective Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Objective Capital Management, LLC: Regulatory assets under management: $207,400,000 in the October 2021 data and $214,166,775 in the October 2026 data, up 3%. Total employees: 8 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Objective Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (72); individuals (other than high net worth individuals) (38); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Objective Capital Management, LLC use?",
      "a": "Objective Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Objective Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156013"
    },
    {
      "q": "What changed in Objective Capital Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $304,740,162 to $214,166,775 (-30%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 207400000.0,
      "total_employees": 8,
      "filing_date": "2021-07-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 320315634.0,
      "total_employees": 8,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 293004681.0,
      "total_employees": 8,
      "filing_date": "2023-05-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 381653900.0,
      "total_employees": 8,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 304740162.0,
      "total_employees": 8,
      "filing_date": "2025-03-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 214166775.0,
      "total_employees": 4,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $304,740,162 to $214,166,775 (-30%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 8 to 4.",
        "Added an office in Juno Beach, FL.",
        "No longer lists an office in Chicago, IL.",
        "No longer lists an office in Fairlawn, OH.",
        "No longer lists an office in Naples, FL.",
        "No longer lists an office in Palm Beach Gardens, FL."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/objective-capital-management-llc-fairlawn-oh-156013.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 38,
      "fewer_than_5": false,
      "raum": 13110693.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 72,
      "fewer_than_5": false,
      "raum": 200377053.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 679029.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156013",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}