# Objectivity Squared Wealth Management

> Objectivity Squared Wealth Management is an SEC-registered investment advisory firm in Charleston, SC, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 311052
- Filed as: OBJECTIVITY SQUARED WEALTH MANAGEMENT
- Legal name: Objectivity Squared, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charleston, SC
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311052
- AdvisorCensus page: https://advisorcensus.com/firm/objectivity-squared-wealth-management-charleston-sc-311052

## Quick answers

**How is Objectivity Squared Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Objectivity Squared Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Objectivity Squared Wealth Management located?**
Objectivity Squared Wealth Management's principal office is in Charleston, SC, according to its Form ADV.

**Is Objectivity Squared Wealth Management registered with the SEC or a state?**
Objectivity Squared Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311052.

**How much does Objectivity Squared Wealth Management manage?**
Objectivity Squared Wealth Management reports $487,755,992 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Objectivity Squared Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Objectivity Squared Wealth Management: Regulatory assets under management: $251,600,000 in the October 2021 data and $487,755,992 in the October 2026 data, up 94%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Objectivity Squared Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (126); high net worth individuals (55).

**Which custodians does Objectivity Squared Wealth Management use?**
Objectivity Squared Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Objectivity Squared Wealth Management 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/311052

**Does Objectivity Squared Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "OSWM generally does not impose a minimum relationship size."

**What changed in Objectivity Squared Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $401,140,000 to $487,755,992 (+22%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: None

> OSWM generally does not impose a minimum relationship size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

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: $487,755,992
- Discretionary: $487,755,992
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 126 | $87,852,211 |
| High net worth individuals | 55 | $329,178,468 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,912,344 |
| Corporations or other businesses not listed above | Fewer than 5 | $62,812,969 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (5 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, GA, NC, NE, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $251,600,000 | 4 | August 2, 2021 |
| October 2022 | $329,000,000 | 4 | March 25, 2022 |
| October 2023 | $336,800,000 | 5 | April 27, 2023 |
| October 2024 | $361,716,000 | 6 | March 12, 2024 |
| October 2025 | $401,140,000 | 6 | March 20, 2025 |
| October 2026 | $487,755,992 | 6 | March 5, 2026 |

Regulatory assets under management: $251,600,000 in the October 2021 data and $487,755,992 in the October 2026 data, up 94%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $401,140,000 to $487,755,992 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Objectivity Squared Wealth Management (CRD 311052): Form ADV filing data as of October 2026.