# Objective Capital Management, LLC

> 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.

- CRD: 156013
- Filed as: OBJECTIVE CAPITAL MANAGEMENT, LLC
- Also doing business as: OCM PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairlawn, OH
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156013
- AdvisorCensus page: https://advisorcensus.com/firm/objective-capital-management-llc-fairlawn-oh-156013

## Quick answers

**How is Objective Capital Management, LLC compensated?**
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.

**Where is Objective Capital Management, LLC located?**
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).

**Is Objective Capital Management, LLC registered with the SEC or a state?**
Objective Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 156013.

**How much does Objective Capital Management, LLC manage?**
Objective Capital Management, LLC reports $214,166,775 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (87% discretionary).

**How have Objective Capital Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Objective Capital Management, LLC serve?**
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).

**Which custodians does Objective Capital Management, LLC use?**
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.

**Does Objective Capital Management, LLC report any disciplinary disclosures?**
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

**What changed in Objective Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $304,740,162 to $214,166,775 (-30%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $214,166,775
- Discretionary: $186,875,665
- Non-discretionary: $27,291,110

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $13,110,693 |
| High net worth individuals | 72 | $200,377,053 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 5 | $679,029 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, IN, MI, NH, NY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Juno Beach, FL

### Websites listed on Form ADV (Item 1.I)
- objectivecm.com
- ocmwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $207,400,000 | 8 | July 9, 2021 |
| October 2022 | $320,315,634 | 8 | March 29, 2022 |
| October 2023 | $293,004,681 | 8 | May 18, 2023 |
| October 2024 | $381,653,900 | 8 | March 27, 2024 |
| October 2025 | $304,740,162 | 8 | March 21, 2025 |
| October 2026 | $214,166,775 | 4 | March 23, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $304,740,162 to $214,166,775 (-30%).

### January 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Objective Capital Management, LLC (CRD 156013): Form ADV filing data as of October 2026.