OBJECTIVITY SQUARED WEALTH MANAGEMENT

Legal name: OBJECTIVITY SQUARED, LLC

CRD 311052File 801-119693

APPROVED

Retail clients

Custody

Filing as of Mar 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$487.8M

Above cohort median (national)

Discretionary AUM

$487.8M

Clients

181

1,003 accounts

Employees

Above cohort median in SC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Oct 26, 2020
Principal office: 701 EAST BAY STREET, SUITE 403, CHARLESTON, SC, 29403
Phone: (843) 212-2805
Website: https://www.objectivitysquared.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $487.8M
Discretionary AUM: $487.8M
Non-discretionary AUM: $0
Discretionary accounts: 1,003
Non-discretionary accounts: 0
Total accounts: 1,003
AUM per client: $2.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$62.8M
High net worth individuals	55	$329.2M
Pension and profit sharing plans	Fewer than 5	$7.9M
Individuals (other than high net worth individuals)	126	$87.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

This 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.