Hedge Fund Database

OBJECTIVE CAPITAL MANAGEMENT, LLC

Adviser information for OBJECTIVE CAPITAL MANAGEMENT, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Ohio, United States

Employees

Total Number of Employees 8
Investment Advisory/Research 8
Registered Broker-Dealer Representatives 3
Registered State Investment Advisers 8
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 3

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 979 $361.8M
Non-Discretionary 21 $19.9M
Total 1,000 $381.7M

Clients

Type Number RAUM
Individuals 159 $80.4M
HNW Individuals 143 $301.3M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly charges
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-114315
SEC ERA File Number 801-114315
SEC CIK Numbers 1924152
SEC CRD Numbers 156013
Legal Entity Identifier None

Principal Office

29325 CHAGRIN BLVD
SUITE 204
PEPPER PIKE
OH
United States
Monday - Friday, 9:30 A.M. - 4:00 P.M.
Tel: 216-469-1231, Fax: (216) 452-9734

Websites

www.ocmwealth.com www.objectivecm.com

Chief Compliance Officer

CHRISTOPHER M. DENHOLM
PARTNER/MANAGING MEMBER
29325 CHAGRIN BLVD
SUITE 204
PEPPER PIKE
OH
United States
Tel: 216-469-1231
Fax: (216) 452-9734
(Full email address available in API data)

Regulatory Contact

TRISTAN LEWIS
PARTNER/MANAGING MEMBER
29325 CHAGRIN BLVD
SUITE 204
PEPPER PIKE
OH
United States
Tel: 216-469-1231
Fax: (216) 452-9734
(Full email address available in API data)

Industry Affiliates

WILLIAM KOBYLJANEC Accountant or accounting firmLawyer or law firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
DENHOLM, CHRISTOPHER, MICHAEL Individual – MANAGING MEMBER/CHIEF COMPLIANCE OFFICER 12/2010 50-75%
LEWIS, TRISTAN, ROBERT Individual – MANAGING MEMBER 12/2010 50-75%

No. Employees, Historic

10502020202120222023202420255 on 3/17/20205 on 4/7/20205 on 6/30/20205 on 1/4/20215 on 1/4/20215 on 3/22/20215 on 4/26/20215 on 5/5/20215 on 5/6/20216 on 5/18/20216 on 6/10/20218 on 6/11/20218 on 7/9/20218 on 10/20/20218 on 2/3/20228 on 3/28/20228 on 3/29/20228 on 3/24/20238 on 5/18/20238 on 10/13/20238 on 2/16/20248 on 3/27/2024

RAUM, Historic

400M200M0202020212022202320242025159176639 on 3/17/2020159176639 on 4/7/2020159176639 on 6/30/2020159176639 on 1/4/2021159176639 on 1/4/2021207400000 on 3/22/2021207400000 on 4/26/2021207400000 on 5/5/2021207400000 on 5/6/2021207400000 on 5/18/2021207400000 on 6/10/2021207400000 on 6/11/2021207400000 on 7/9/2021207400000 on 10/20/2021207400000 on 2/3/2022320315634 on 3/28/2022320315634 on 3/29/2022293004681 on 3/24/2023293004681 on 5/18/2023293004681 on 10/13/2023293004681 on 2/16/2024381653900 on 3/27/2024

No. Clients, Historic

4002000202020212022202320242025136 on 3/17/2020136 on 4/7/2020136 on 6/30/2020136 on 1/4/2021136 on 1/4/2021177 on 3/22/2021177 on 4/26/2021177 on 5/5/2021177 on 5/6/2021177 on 5/18/2021177 on 6/10/2021177 on 6/11/2021177 on 7/9/2021177 on 10/20/2021177 on 2/3/2022251 on 3/28/2022251 on 3/29/2022211 on 3/24/2023211 on 5/18/2023211 on 10/13/2023211 on 2/16/2024302 on 3/27/2024

Holdings

From latest 13F, filed June 5th, 2024 for period ending March 31st, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 393K 2K –
ADVANCED MICRO DEVICES INC COM 409K 2K –
ALPHABET INC CAP STK CL C 636K 4K –
ALPHABET INC CAP STK CL A 2M 11K –
AMAZON COM INC COM 3M 15K –
AMERICAN CENTY ETF TR US EQT ETF 268K 3K –
AMERICAN EXPRESS CO COM 329K 1K –
AMGEN INC COM 241K 848 –
APPLE INC COM 7M 39K –
ARISTA NETWORKS INC COM 263K 906 –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K –
BERKSHIRE HATHAWAY INC DEL CL A 634K 1 –
BLACKROCK FLOATING RATE INCO COM 239K 19K –
BLACKROCK INC COM 475K 570 –
BLACKSTONE INC COM 265K 2K –
BOEING CO COM 494K 3K –
CADENCE DESIGN SYSTEM INC COM 404K 1K –
CATERPILLAR INC COM 599K 2K –
CHENIERE ENERGY INC COM NEW 266K 2K –
CHEVRON CORP NEW COM 417K 3K –
COCA COLA CO COM 351K 6K –
DBX ETF TR XTRACK USD HIGH 349K 10K –
DISNEY WALT CO COM 258K 2K –
EATON CORP PLC SHS 381K 1K –
EDWARDS LIFESCIENCES CORP COM 979K 10K –
ELI LILLY & CO COM 239K 307 –
EXXON MOBIL CORP COM 576K 5K –
FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 254K 11K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 627K 11K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 2M 28K –
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 734K 25K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 406K 12K –
GARMIN LTD SHS 232K 2K –
GLOBAL X FDS S&P 500 CATHOLIC 239K 4K –
GRAINGER W W INC COM 211K 207 –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 268K 4K –
HARBOR ETF TRUST LONG TERM GROWER 3M 114K –
HOME DEPOT INC COM 540K 1K –
HONEYWELL INTL INC COM 215K 1K –
HUNTINGTON BANCSHARES INC COM 234K 17K –
INTUITIVE SURGICAL INC COM NEW 291K 728 –
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 262K 13K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 343K 2K –
INVESCO QQQ TR UNIT SER 1 5M 11K –
ISHARES BITCOIN TR SHS 507K 13K –
ISHARES INC CORE MSCI EMKT 270K 5K –
ISHARES INC ESG AWR MSCI EM 974K 30K –
ISHARES INC MSCI EMRG CHN 523K 9K –
ISHARES TR 1 3 YR TREAS BD 935K 11K –
ISHARES TR 20 YR TR BD ETF 613K 6K –
ISHARES TR 7-10 YR TRSY BD 426K 5K –
ISHARES TR ISHARES BIOTECH 399K 3K –
ISHARES TR CORE DIV GRWTH 2M 31K –
ISHARES TR CORE MSCI EAFE 1M 19K –
ISHARES TR U.S. FIN SVC ETF 418K 6K –
ISHARES TR CORE S&P500 ETF 14M 26K –
ISHARES TR CORE S&P MCP ETF 2M 31K –
ISHARES TR CORE S&P SCP ETF 2M 22K –
ISHARES TR CORE S&P TTL STK 2M 15K –
ISHARES TR CORE TOTAL USD 675K 15K –
ISHARES TR CORE US AGGBD ET 3M 29K –
ISHARES TR ESG AW MSCI EAFE 3M 40K –
ISHARES TR IBOXX HI YD ETF 898K 12K –
ISHARES TR MBS ETF 226K 2K –
ISHARES TR MSCI EAFE ETF 540K 7K –
ISHARES TR EAFE SML CP ETF 473K 7K –
ISHARES TR NATIONAL MUN ETF 360K 3K –
ISHARES TR PFD AND INCM SEC 773K 24K –
ISHARES TR RUS 1000 ETF 1M 5K –
ISHARES TR RUS 1000 GRW ETF 2M 6K –
ISHARES TR RUS 1000 VAL ETF 1M 6K –
ISHARES TR RUSSELL 2000 ETF 2M 10K –
ISHARES TR RUS MID CAP ETF 605K 7K –
ISHARES TR S&P 100 ETF 5M 19K –
ISHARES TR S&P 500 GRWT ETF 3M 40K –
ISHARES TR S&P 500 VAL ETF 2M 13K –
ISHARES TR S&P MC 400VL ETF 633K 5K –
ISHARES TR SELECT DIVID ETF 217K 2K –
ISHARES TR SHRT NAT MUN ETF 413K 4K –
ISHARES TR US HLTHCARE ETF 240K 4K –
ISHARES U S ETF TR BLACKROCK SH DUR 374K 7K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 219K 4K –
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 772K 11K –
JOHNSON & JOHNSON COM 374K 2K –
JPMORGAN CHASE & CO COM 1M 7K –
KKR & CO INC COM 237K 2K –
KLA CORP COM NEW 252K 360 –
MARATHON PETE CORP COM 281K 1K –
MASTERCARD INCORPORATED CL A 504K 1K –
MCDONALDS CORP COM 205K 726 –
MERCK & CO INC COM 623K 5K –
META PLATFORMS INC CL A 945K 2K –
MICROSOFT CORP COM 3M 8K –
MORGAN STANLEY COM NEW 284K 3K –
NETFLIX INC COM 363K 597 –
NEXTERA ENERGY INC COM 227K 4K –
NVIDIA CORPORATION COM 2M 3K –
ORACLE CORP COM 248K 2K –
PHILLIPS 66 COM 270K 2K –
PIMCO ETF TR INTER MUN BD ACT 457K 9K –
PROCTER AND GAMBLE CO COM 691K 4K –
SALESFORCE INC COM 312K 1K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 348K 14K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 238K 3K –
SELECT SECTOR SPDR TR ENERGY 982K 10K –
SELECT SECTOR SPDR TR SBI CONS STPLS 1M 14K –
SELECT SECTOR SPDR TR INDL 2M 15K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 2M 11K –
SELECT SECTOR SPDR TR SBI INT-UTILS 628K 10K –
SELECT SECTOR SPDR TR TECHNOLOGY 2M 11K –
SPDR DOW JONES INDL AVERAGE UT SER 1 3M 7K –
SPDR S&P 500 ETF TR TR UNIT 8M 14K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 217K 389 –
SPDR SER TR S&P BK ETF 396K 8K –
SPDR SER TR AEROSPACE DEF 251K 2K –
SUPER MICRO COMPUTER INC COM 241K 239 –
TESLA INC COM 340K 2K –
TEXAS INSTRS INC COM 206K 1K –
UNION PAC CORP COM 200K 813 –
UNITEDHEALTH GROUP INC COM 439K 888 –
VANGUARD INDEX FDS TOTAL STK MKT 1M 5K –
VANGUARD INDEX FDS SMALL CP ETF 3M 14K –
VANGUARD INDEX FDS SM CP VAL ETF 491K 3K –
VANGUARD INDEX FDS REAL ESTATE ETF 354K 4K –
VANGUARD INDEX FDS EXTEND MKT ETF 795K 5K –
VANGUARD INDEX FDS MID CAP ETF 3M 11K –
VANGUARD INDEX FDS LARGE CAP ETF 4M 17K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 504K 5K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 403K 10K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 1M 7K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 2M 40K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 313K 5K –
VANGUARD WORLD FD INF TECH ETF 389K 743 –
VISA INC COM CL A 273K 979 –
WALMART INC COM 348K 6K –
WISDOMTREE TR US S CAP QTY DIV 207K 4K –
WISDOMTREE TR US QTLY DIV GRT 243K 3K –