SourcingSourcing

OBJECTIVE CAPITAL MANAGEMENT, LLC

C44
CRD 156013·SEC 801-114315·FAIRLAWN, OH
AUM
$214.2M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$643K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OBJECTIVE CAPITAL MANAGEMENT, LLC
CRD
156013
SEC file #
801-114315
EIN
274511658
DBA names
—

Economics

AUM
$214.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$112.1M → $214.2M▲ +91%
Client mix
Individuals High Net Worth72
Individuals Other38
Corporations5

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
5 advisors → 4 advisors▼ -20%
Primary office
FAIRLAWN OH
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
ocmwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DENHOLM, CHRISTOPHER, MICHAEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DENHOLM, CHRISTOPHER, MICHAEL
LEWIS, TRISTAN, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
OCMWEALTH.COM
Rdap Domain Creation Date
2014-02-05T19:35:16Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001924152
Edgar Registered
Yes
Edgar Filing Count
17
Edgar First Filing Date
2022-04-20
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
17
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0002085853-26-000557

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
29325 CHAGRIN BLVD., SUITE 204PEPPER PIKE, OH 44122
Business
29325 CHAGRIN BLVD., SUITE 204PEPPER PIKE, OH 44122
Edgar EIN
274511658
Edgar Recent Filings
13F-HR2026-05-04 · 0002085853-26-000557
13F-HR2026-02-04 · 0002085853-26-000200
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-02-05T19:35:16Z
Rdap Domain Last Changed
2026-05-06T16:40:21Z
Rdap Nameservers
Ns51.domaincontrol.comNs52.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4693767
Trust Company Affiliate
No

People (4)

4
LEWIS, TRISTAN, ROBERT
IAR · Direct Owner · 62.5%
4647376
DENHOLM, CHRISTOPHER, MICHAEL
IAR · Direct Owner · 62.5%
4693767
WILLIAM KOBYLJANEC
IAR
1351696
ADAM STEVEN VERTES
IAR
2509481