Objective Capital Management, Llc
- Regulatory AUM
- $214M
- Discretionary
- $187M
- Clients
- 115
- Avg AUM / client
- $1.9M
- Accounts
- 301
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $13.1M | 6.12% |
| High net worth individuals | 72 | $200M | 93.6% |
| Corporations and other businesses | 5 | $679K | 0.32% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Michael Denholm | Managing Member/Chief Compliance Officer | Dec 2010 (16y) | 50% – 75% | |
| Tristan Robert Lewis | Managing Member | Dec 2010 (16y) | 50% – 75% | |
| William Kobyljanec | Registered representative | Oct 2015 (11y) | ||
| Adam Steven Vertes | Registered representative | Nov 2016 (10y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- National Financial Services (Fidelity) $357M (93% of AUM) Mar 2024
- Fidelity Brokerage Services $193M (90% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $108M (96% of AUM) Feb 2019
- Charles Schwab & Co. $8.0M (4% of AUM) Feb 2022
- Fidelity Distributors Company Llc $318K (0% of AUM) Jan 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗