Objectivity Squared Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Objectivity Squared Wealth Management provides wealth management, discretionary investment management, and financial planning to individuals (including high-net-worth clients), charitable organizations, corporations, and retirement plans. Services range from ongoing portfolio management using low-cost mutual funds and ETFs to financial planning, retirement advice, and, for certain clients, access to third‑party private equity vehicles.
The firm operates as a fiduciary and generally pursues a long-term, discretionary investment approach while employing both fundamental and technical analysis to build diversified portfolios that may also include individual stocks, bonds, options, and structured products. Accounts are monitored on a continuous basis with formal reviews at least annually, and strategies are customized through direct client interaction and portfolio rebalancing to reflect each client’s objectives and risk tolerance.
OSWM discloses that it sponsors a wrap fee program that bundles custodial and administrative “Covered Costs” into a single asset‑based fee (see Appendix 1) and maintains an institutional relationship with Raymond James that provides reduced‑cost platform software, access to block trading, an institutional trading desk, and related services in exchange for a monthly platform fee. The firm manages roughly $488 million on a discretionary basis across a modest client base without generally imposing a minimum relationship size, and some advisory persons maintain insurance licenses and may receive commissions for insurance product sales, a disclosed potential conflict of interest.
Client services
Expertise
Fee options
$0 - $10,000,000: 1.00% annually $10,000,000 - $15,000,000: 0.90% annually $15,000,000+: 0.80% annually
Main office
701 East Bay Street, Suite 403
Charleston SC 29403
Advisors at this office
4
Most active in
California · Florida · Georgia · Nebraska · North Carolina · South Carolina · Texas · Virginia
Also doing business as
Objectivity Squared Wealth Management · Objectivity Squared, LLC
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.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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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
Carson H
Series 65
Charleston, SC
Objectivity Squared Wealth Management
Carson Howard is a financial advisor at Objectivity Squared Wealth Management with one year of industry experience. He holds the Series 65 designation and has worked at the firm since 2023. His background includes time at the College of Charleston and Indiana University. Objectivity Squared Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary wealth management, investment management, and financial planning services. The firm manages approximately $401 million in discretionary client assets and employs a range of investment strategies including low-cost mutual funds and ETFs, individual securities, and tactical trading techniques.
Nicholas H
Series 66
Charleston, SC
Objectivity Squared Wealth Management
Nicholas Holmes is a financial advisor at Objectivity Squared Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates Inc for 11 years. Holmes is also involved with Objectivity Squared Insurance Solutions LLC, where he spends a small portion of his time on fixed insurance sales. Objectivity Squared Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary wealth management, investment management, and financial planning services. The firm manages approximately $401 million in client assets and employs customized portfolios that emphasize low-cost mutual funds and ETFs while incorporating fundamental and technical analysis.
Jonathan S
Series 65
Charleston, SC
Objectivity Squared Wealth Management
Jonathan Schumacher is a financial advisor at Objectivity Squared Wealth Management with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Rivers Capital Group and Live Oak Capital. Outside of his advisory role, he is also licensed as a real estate agent with Maven Realty LLC, where he provides client services for real estate transactions. Objectivity Squared Wealth Management offers wealth management, discretionary investment management, and financial planning to individuals, charitable organizations, corporations, and retirement plans. The firm employs a long-term, discretionary investment approach using both fundamental and technical analysis to build diversified portfolios tailored to client objectives and risk tolerance.
Alexander O
Series 63, Series 65
Charleston, SC
Objectivity Squared Wealth Management
Alexander Opoulos IV is a financial advisor with Objectivity Squared Wealth Management in Charleston, SC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for 11 years. Outside of his advisory role, Opoulos is a partner in Basic Kitchen, where he contributes to menu and event planning, and in A&B Waterway LLC, where he participates in strategic decisions related to real estate investments. Objectivity Squared Wealth Management serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with discretionary wealth management, investment management, and financial planning services. The firm manages approximately $401 million in client assets and constructs customized portfolios emphasizing low-cost mutual funds and ETFs, employing both fundamental and technical analysis.
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