CRD: 311052
Objectivity Squared Wealth Management
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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Unison radialTimber glacier +more
- Established Date
- 10-26-2020
- Office Locations
- 1
Office Locations
About Objectivity Squared Wealth Management
Objectivity Squared Wealth Management is an independent RIA in Charleston, SC serving individuals, families, and entrepreneurs with holistic financial planning and discretionary investment management. Their process pairs relationship-driven counsel with financial rigor and includes in-house investment manager due diligence, technology, and reporting. Portfolios emphasize asset allocation across ETFs, public funds, and select alternatives, with Raymond James as a primary custodian.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ALEXANDER OPOULOS IV
Financial Advisor, Managing Member
- CRD
- #2565061
- Ownership
- 50% but less than 75%
NICHOLAS C HOLMES
ADVISOR, Chief Compliance Officer, Managing Member, Partner
- CRD
- #4318839
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Carson Howard
--
- CRD
- #7938018
Jonathan G Schumacher
--
- CRD
- #7944168
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $487,755,992 | $486,297 |
| Non-Discretionary | $0 | -- |
| Total | $487,755,992 | $486,297 |
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Separately Managed Accounts
Total SMA Asset: $487,755,992
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $378,187,763 | 13.9% |
| Equity - Exchange | $753,654,751 | 27.7% |
| Cash | $451,648,695 | 16.6% |
| Other | $810,791,031 | 29.8% |
| Equity - OTC | $326,493,033 | 12.0% |
| Total | $2,720,775,273 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER MATRIX FRONTIER | RADIAL DELTA | FX8HGO39V | ESE | 9.23% | $44,535,353 |
| CATALYST PIONEER | OAK VALUE | YA319Y289 | WALE | 5.60% | $3,583,833 |
| EMBER LEGACY | VERTEX SIGNAL | ZHIKFZNOC | BFXX | 4.77% | $70,008,347 |
| EAGLE OAK INSIGHT | VECTOR FOCUS | Z3F9YLX9F | AFXCM | 1.11% | $97,721,447 |
| MATRIX OAK VITAL | EAGLE BRIDGE | H2THPUMTD | GVGKR | 9.29% | $42,827,934 |
| CAPITAL MOMENTUM | TIMBER ATLAS | QP3KXCAL6 | JICR | 5.75% | $105,497,467 |
| UNISON HORIZON | MERIDIAN MOMENTUM | 0REGD6ZKT | GONE | 2.63% | $33,777,714 |
| MATRIX GLACIER | EAGLE MERIDIAN | LN19I0FNB | AXTK | 7.63% | $94,589,505 |