SourcingSourcing

OBJECTIVITY SQUARED, LLC

C32
CRD 311052·SEC 801-119693·CHARLESTON, SC
AUM
$487.8M
$100M-$500M
Est. Revenue
$4.9M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OBJECTIVITY SQUARED, LLC
CRD
311052
SEC file #
801-119693
EIN
852731112
DBA names
Objectivity Squared Wealth Management

Economics

AUM
$487.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$251.6M → $487.8M▲ +94%
Client mix
Individuals Other126
Individuals High Net Worth55

Operations

Employees (total)
6
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'21'26
2 advisors → 4 advisors▲ +100%
Primary office
CHARLESTON SC
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/05/2026
ADV-W filed at
—
Website
objectivitysquared.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OPOULOS, ALEXANDER
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
OPOULOS, ALEXANDER
HOLMES, NICHOLAS, C
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
OBJECTIVITYSQUARED.COM
Rdap Domain Creation Date
2010-11-30T19:31:41Z
Rdap Firm Age Years
16
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
0002011113
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-02-09
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001951757-26-000845

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
Raymond James4
E*trade4
Edgar Addresses
Mailing
701 EAST BAY STREETSUITE 403CHARLESTON, SC 29403
Business
701 EAST BAY STREETSUITE 403CHARLESTON, SC 29403
Edgar EIN
852731112
Edgar Recent Filings
13F-HR2026-05-13 · 0001951757-26-000845
13F-HR2026-02-02 · 0001951757-26-000339
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-11-30T19:31:41Z
Rdap Domain Last Changed
2025-12-01T14:08:52Z
Rdap Nameservers
Ns27.domaincontrol.comNs28.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2565061
Trust Company Affiliate
No

People (4)

4
OPOULOS, ALEXANDER
IAR · Direct Owner · 62.5%
2565061
HOLMES, NICHOLAS, C
IAR · Direct Owner · 37.5%
4318839
Carson Howard
IAR
7938018
Jonathan G Schumacher
IAR
7944168