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OBJECTIVE CAPITAL MANAGEMENT, LLC
CRD 156013 · SEC 801-114315
3070 W. MARKET ST, SUITE 202, FAIRLAWN, OH, 44333, United States
Phone
216-468-1231
Fax
(216) 452-9734
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.2M
Discretionary AUM
$186.9M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $13.1M |
| High net worth individuals | 72 | $200.4M |
| Corporations/business entities | 5 | $679K |
States served
CA, IL, IN, MI, NY, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD