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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

OBJECTIVE CAPITAL MANAGEMENT, LLC

CRD 156013

FAIRLAWN, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ad8de5e-1f8e-bdcc-bc4f-7e561fafe118

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 0
Observed: Oct 23, 2018 to Mar 23, 2026
27 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $214MItem 5.F on the latest filing (2026-03-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $187M
Private client RAUM: $213MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $53.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 301
Individual clients: 38
High net worth clients: 72
SEC number: 801-114315
CRD: 156013
Filings on the tape: 27
First filed: Oct 23, 2018
Latest filed: Mar 23, 2026
Organised: Limited Liability Company, OH
Website: ocmwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TRISTAN ROBERT LEWIS	n/a	Juno Beach, FL \| FAIRLAWN, OH	15	22	4	no
CHRISTOPHER MICHAEL DENHOLM	n/a	FAIRLAWN, OH	15	22	4	no
WILLIAM KOBYLJANEC	n/a	FAIRLAWN, OH	10	12	n/a	no
ADAM STEVEN VERTES	n/a	FAIRLAWN, OH \| PEPPER PIKE, OH	9	32	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DENHOLM, CHRISTOPHER, MICHAEL	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	yes	12/2010	Oct 23, 2018	Mar 27, 2024
LEWIS, TRISTAN, ROBERT	MANAGING MEMBER	D	yes	12/2010	Oct 23, 2018	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WILLIAM KOBYLJANEC	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Naples	FL	United States	4	no
PALM BEACH GARDENS	FL	United States	1	no
Chicago	IL	United States	1	no
Fairlawn	Oh	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 23, 2026	$214M	$187M	4	4	1	n/a	n/a
2024	Mar 21, 2025	$305M	$289M	8	8	4	n/a	n/a
2023	Mar 27, 2024	$382M	$362M	8	8	4	n/a	n/a
2022	Mar 24, 2023	$293M	$277M	8	8	3	n/a	n/a
2021	Mar 28, 2022	$320M	$314M	8	8	2	n/a	n/a
2020	Mar 22, 2021	$207M	$182M	5	5	0	n/a	n/a
2019	Mar 17, 2020	$159M	$136M	5	5	0	n/a	n/a
2018	Feb 28, 2019	$112M	$109M	5	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	75.0%	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$214M	$305M	-29.7%	$293M	-9.9%	4	8	1	4

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ARENA PRIVATE WEALTH	3	Dec 31, 2025	Oct 25, 2024	FAIRLAWN, OH	Team lift out	RIA to RIA	42.9%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FIFTH THIRD SECURITIES, INC.	2	May 6, 2021	May 5, 2021	CHICAGO, IL	Team lift out	Ibd to RIA	0.3%

Relationships

Registered with (7)

← ADAM STEVEN VERTESAdvisorregistration: current employment
Nov 18, 2016 to presentfactForm ADV
← WILLIAM KOBYLJANECAdvisorregistration: current employment
Oct 26, 2015 to presentfactForm ADV
← TRISTAN ROBERT LEWISAdvisorregistration: current employment
Jan 20, 2011 to presentfactForm ADV
← CHRISTOPHER MICHAEL DENHOLMAdvisorregistration: current employment
Jan 20, 2011 to presentfactForm ADV
← MITCHELL LAWRENCE STEINAdvisorregistration: previous registration
Mar 1, 2019 to Dec 31, 2025factForm ADV
← RYAN STEVEN WATTAdvisorregistration: previous registration
May 5, 2021 to Dec 31, 2025factForm ADV
← JASON A TOSHAdvisorregistration: previous registration
May 5, 2021 to Dec 31, 2025factForm ADV

Moved with (2)

→ ARENA PRIVATE WEALTHRegistered adviser2 advisors, team lift out, same day
Dec 31, 2025 to Oct 24, 2024factForm ADV
← FIFTH THIRD SECURITIES, INC.Registered adviser2 advisors, team lift out, same day
May 6, 2021 to May 5, 2021factForm ADV

Controls (2)

← LEWIS, TRISTAN, ROBERTOwnerMANAGING MEMBER, ownership code D, individual
Oct 23, 2018 to Mar 27, 2024factForm ADV
← DENHOLM, CHRISTOPHER, MICHAELOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Oct 23, 2018 to Mar 27, 2024factForm ADV

Dated events

Occurred
Dec 31, 2025
Team lift-out
2 advisors left Objective Capital Management, LLC (Fairlawn, OH) for Arena Private Wealth on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 31, 2025
Advisor changed firm
Mitchell Lawrence Stein left Objective Capital Management, Llc for Arena Private Wealth (registered 2024-10-24)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Ryan Steven Watt left Objective Capital Management, Llc for Arena Private Wealth (registered 2024-10-25)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Jason A Tosh left Objective Capital Management, Llc for Arena Private Wealth (registered 2024-10-24)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2022
Regulatory AUM changed
Objective Capital Management, Llc reported RAUM $320.3M, up 54% from $207.4M (2022-02-03 to 2022-03-28)
Form ADVobserved 4 days ago
$113M
Occurred
Oct 23, 2018
First Form ADV filing
Objective Capital Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ad8de5e-1f8e-bdcc-bc4f-7e561fafe118
First observed: Oct 23, 2018
Last observed: Mar 23, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

OBJECTIVE CAPITAL MANAGEMENT, LLC

CRD 156013

FAIRLAWN, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3ad8de5e-1f8e-bdcc-bc4f-7e561fafe118

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:14 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TRISTAN ROBERT LEWIS

n/a

Juno Beach, FL | FAIRLAWN, OH

CHRISTOPHER MICHAEL DENHOLM

n/a

FAIRLAWN, OH

WILLIAM KOBYLJANEC

n/a

FAIRLAWN, OH

n/a

ADAM STEVEN VERTES

n/a

FAIRLAWN, OH | PEPPER PIKE, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DENHOLM, CHRISTOPHER, MICHAEL

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

12/2010

Oct 23, 2018

Mar 27, 2024

LEWIS, TRISTAN, ROBERT

MANAGING MEMBER

yes

12/2010

Oct 23, 2018

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WILLIAM KOBYLJANEC

n/a

City

State

Country

Employees

Also broker-dealer

Naples

United States

PALM BEACH GARDENS

United States

Chicago

United States

Fairlawn

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 23, 2026

$214M

$187M

n/a

2024

Mar 21, 2025

$305M

$289M

n/a

2023

Mar 27, 2024

$382M

$362M

n/a

2022

Mar 24, 2023

$293M

$277M

n/a

2021

Mar 28, 2022

$320M

$314M

n/a

2020

Mar 22, 2021

$207M

$182M

n/a

2019

Mar 17, 2020

$159M

$136M

n/a

2018

Feb 28, 2019

$112M

$109M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

75.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$214M

$305M

-29.7%

$293M

-9.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ARENA PRIVATE WEALTH

Dec 31, 2025

Oct 25, 2024

FAIRLAWN, OH

Team lift out

RIA to RIA

42.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FIFTH THIRD SECURITIES, INC.

May 6, 2021

May 5, 2021

CHICAGO, IL

Team lift out

Ibd to RIA

0.3%