Objective Capital Management, LLC
Objective Capital Management, LLC is a registered investment adviser founded in 2011 and headquartered in Pepper Pike, Ohio. The firm provides personalized investment management and financial planning services tailored to families, individuals, businesses, and nonprofits. Objective Capital Management, LLC operates as a private, independent fiduciary firm with a current employee count of 8, delivering comprehensive discretionary and non-discretionary portfolio management. The firm is focused on providing unbiased advice, free from conflicts of interest inherent in proprietary investment products.
Investment Strategy
Objective Capital Management, LLC employs a client-centric investment process featuring charting analysis, fundamental analysis, and technical analysis, combined with long-term and short-term purchasing strategies. The firm emphasizes diversifying client portfolios based on individual risk tolerance and investment objectives, with advice on potential risks like market, interest-rate, inflation, and currency fluctuations. The firm does not engage in wrap fee programs, does not accept performance-based fees, and reviews client accounts quarterly to maintain alignment with each client’s financial goals.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 12.78% | $11.4M | 18,320 | $577.83 | $620.90 | +$1.3M |
Q QQQ | INVESCO QQQ TR | 6.23% | $5.5M | 10,058 | $493.83 | $551.64 | +$1.3M |
S SPY | SPDR S&P 500 ETF TR | 5.34% | $4.8M | 7,690 | $574.51 | $617.85 | +$523.2K |
V VV | VANGUARD INDEX FDS | 5.30% | $4.7M | 16,524 | $263.35 | $285.30 | +$467.1K |
V VO | VANGUARD INDEX FDS | 3.56% | $3.2M | 11,340 | $263.97 | $279.83 | +$266.4K |