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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2011
- Office Locations
- 2
Office Locations
About Objective Capital Management, LLC
Objective Capital Management, LLC is an Ohio-based registered investment adviser serving retail and institutional clients. The firm provides financial planning, portfolio construction, and tax and insurance planning, building diversified allocations across ETFs and mutual funds with exposure to fixed income and alternatives (including real estate and digital assets). Primary custodian is Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER MICHAEL DENHOLM
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4693767
- Ownership
- 50% but less than 75%
TRISTAN ROBERT LEWIS
Founder, Managing Member
- CRD
- #4647376
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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WILLIAM KOBYLJANEC
Financial Advisor
- CRD
- #1351696
ADAM STEVEN VERTES
Managing Director
- CRD
- #2509481
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $186,875,665 | $646,629 |
| Non-Discretionary | $27,291,110 | $2,274,259 |
| Total | $214,166,775 | $711,518 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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