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OBJECTIVE CAPITAL MANAGEMENT, LLC

FAIRLAWN, OH · CRD 156013 · IAPD ↗ · ocmwealth.com · 216-468-1231

$214.2MRegulatory AUM
4Advisory reps
4Employees
1Clients
51-100Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — OBJECTIVE CAPITAL MANAGEMENT, LLC reported RAUM down 30% ($304.7M -> $214.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
48
January 2026 — OBJECTIVE CAPITAL MANAGEMENT, LLC moved its main office from PEPPER PIKE, OH to FAIRLAWN, OH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
January 2026 — OBJECTIVE CAPITAL MANAGEMENT, LLC shrank from 8 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2024 — OBJECTIVE CAPITAL MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
April 2024 — OBJECTIVE CAPITAL MANAGEMENT, LLC reported RAUM up 30% ($293.0M -> $381.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.