Objective Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$213,487,746
Clients
110
Advisors
4
across 2 offices
About
Objective Capital Management provides investment management and financial planning to individuals (including high-net-worth and non‑HNW clients) as well as trusts, pension plans, and other institutions. The firm offers both discretionary and non‑discretionary portfolio management and standalone financial planning services tailored to each client's stated goals.
OCM builds and monitors portfolios using a range of methods—fundamental and technical analysis, cyclical analysis, Modern Portfolio Theory, and both long‑ and short‑term trading techniques—and may use sub‑advisers and model portfolios as part of its management process. The firm manages roughly $214 million across about 110 client relationships with a three‑person advisory team and conducts regular portfolio monitoring and rebalancing.
Noteworthy aspects include a disclosed affiliated insurance practice maintained by one principal that the brochure says consumes less than 1% of that person’s time, which the firm describes as a potential conflict the firm seeks to mitigate through disclosures and fiduciary procedures. The brochure also explicitly addresses higher‑risk strategies and assets—such as margin, option writing, and cryptocurrency investments—and details the firm’s use of sub‑advisers and model portfolios, which may distinguish its offerings from many peers.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.50% $2,000,001 - $15,000,000: 1.00% $15,000,001+: 0.85%
$250 per hour, negotiable depending on scope and complexity
Main office
See office3070 W. Market St, Suite 202
Fairlawn OH 44333
Advisors at this office
3
Offices (2)
Most active in
California · Florida · Illinois · Indiana · Michigan · New Hampshire · New York · Ohio · Texas
Also doing business as
Objective Capital Management · Objective Capital Management, LLC · Ocm Private Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
William K
Fairlawn, OH
Objective Capital Management, LLC
William Kobyljanec is a financial advisor with Objective Capital Management, LLC, where he has worked since 2015. He holds credentials as a CPA and attorney and has 11 years of industry experience. In addition to his advisory role, he is self-employed as a consultant. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and other institutions. The firm employs a variety of analytical methods and trading techniques, offering both discretionary and non-discretionary portfolio management tailored to client goals.
Christopher D
Series 66
Fairlawn, OH
Objective Capital Management, LLC
Christopher Denholm is a financial advisor at Objective Capital Management, LLC with 21 years of industry experience and holds a Series 66 designation. He has been with Objective Capital Management since 2011. In addition to his advisory role, he is involved in insurance sales through an affiliated and an unaffiliated insurance agency. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and other institutions. The firm employs various investment strategies, including fundamental and technical analysis, cyclical analysis, and Modern Portfolio Theory, and utilizes sub-advisers and model portfolios as part of its process.
Adam V
Series 63, Series 66
Pepper Pike, OH
Objective Capital Management, LLC
Adam Vertes is a financial advisor with Objective Capital Management, LLC, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He worked at Merrill from 2006 to 2016 before joining Objective Capital Management in 2016. Outside of advisory work, he is involved in managing family-held business interests, including a philanthropic fund affiliated with the Jewish Community Federation. Objective Capital Management provides investment management and financial planning services to individuals, trusts, pension plans, and institutions. The firm employs a variety of investment methods and manages portfolios ranging from discretionary to non-discretionary, serving approximately 110 client relationships with a team of four advisors.
Tristan L
Series 63, Series 65
Fairlawn, OH
Objective Capital Management, LLC
Tristan Lewis is a financial advisor at Objective Capital Management, LLC with 19 years of industry experience. He has been with the firm since 2011 and holds Series 63 and Series 65 licenses. Lewis serves on the advisory board for Welded Tubes, Inc., a non-investment-related role that involves periodic meetings. Objective Capital Management provides investment management and financial planning to individuals, trusts, pension plans, and institutions. The firm employs a variety of analytical methods and trading techniques and offers both discretionary and non-discretionary portfolio management tailored to client goals.
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