Fairlawn, OH Office
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Objective Capital Management, LLC
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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.
Based on Objective Capital Management, LLC
Expertise
Based on Objective Capital Management, LLC
Location
3070 W. Market St, Suite 202
Fairlawn OH 44333
Advisors at this office
3
Advisors at this office
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 10 years of industry experience. Outside of his advisory role, he is self-employed as a CPA, attorney, and consultant. Objective Capital Management provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional and trust clients. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerance.
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.
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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