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OBJECTIVE CAPITAL MANAGEMENT, LLC
CRD 156013File 801-114315
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$214.2M
Below cohort median (national)
Discretionary AUM
$186.9M
Non-discretionary $27.3M
Clients
115
301 accounts
Employees
4
Below cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 21, 2018
- Principal office
- 3070 W. MARKET ST, SUITE 202, FAIRLAWN, OH, 44333
- Phone
- 216-468-1231
- Website
- HTTPS://WWW.OCMWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $214.2M
- Discretionary AUM
- $186.9M
- Non-discretionary AUM
- $27.3M
- Discretionary accounts
- 289
- Non-discretionary accounts
- 12
- Total accounts
- 301
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $679K |
| High net worth individuals | 72 | $200.4M |
| Individuals (other than high net worth individuals) | 38 | $13.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.