29325 Chagrin Blvd
Suite 204
Pepper Pike, Ohio 44122
Tel: 216-469-1231
OBJECTIVE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as OBJECTIVE CAPITAL MANAGEMENT, LLC. The firm was established in 11/21/2018. They have over 5 offices throughout the country.
OBJECTIVE CAPITAL MANAGEMENT, LLC is a Pepper Pike, Ohio based Financial Planning firm with nearly $381,653,900 assets under management, offering retirement planning & investment advisory services to 1000 clients. The firm is staffed with 8 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156013 |
| SEC# | 801-114315 |
| Assets Managed by Firm | $381,653,900 |
| No. of Clients | 1000 |
| No. of Advisors | 8 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1000 | $381,653,900 |
| Individuals (other than high net worth individuals) | 159 | $80,398,285 |
| High net worth individuals | 143 | $301,255,615 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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