DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Objectivity Squared Wealth Management
Legal name Objectivity Squared, LLC
Latest filing Mar 5, 2026
First filing on the tape Sep 25, 2020 · 21 filings
SEC status approved since Oct 26, 2020
RAUM
$488M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
85%
$417M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$122M
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$488M as of Mar 5, 2026
Mar 12, 2021$252M then
HNW client RAUM$329M as of Mar 5, 2026
Mar 12, 2021$245M then
State-registered IARs (5.B.3)4 as of Mar 5, 2026
Mar 12, 20212 then
Employees (5.A)6 as of Mar 5, 2026
Mar 12, 20214 then
Private funds: no history
RAUM +22% over the last fiscal year+13% a year over threeIARs 4 to 4
Practice profile
derived from the filing of Mar 5, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $122MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 45derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $6.0MderivedHNW RAUM over HNW clients
- Average account
- $486,297derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 4.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +22%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +16%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Wrap fee program
- $488MreportedItem 5.I
- Custody
- $150M, 171 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$329M67%
- Individuals$87.9M18%
- Corporations and businesses$62.8M13%
- Pension and profit-sharing plans$7.9M1.6%
- Individual clients
- 126reported
- HNW clients
- 55reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,003reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $150M for 171 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.85 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jonathan G Schumacher | Charleston, Sc | Jul 19, 2024 | 12 y | 0 |
| Carson Howard | Charleston, Sc | Jan 13, 2025 | 12 y | 0 |
| Nicholas C Holmes | Charleston, Sc | Jan 2, 2026 | 25 y | 3 |
| Alexander Opoulos | Charleston, Sc | Jan 2, 2026 | 31 y | 2 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Alexander Opoulos from Raymond James & Associates, Inc.Jan 2, 2026 · Affiliated broker-dealer or bank to independent RIA
- Nicholas C Holmes from Raymond James & Associates, Inc.Oct 26, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Raymond James & Associates, Inc.Dec 31, 2020 · Charleston, Sc
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- C Nicholas Holmes · Managing Member / Ccocontrolsince 10/2020 · owns 25% to 50%
- Alexander Opoulos · Managing Membercontrolsince 10/2020 · owns 50% to 75%
Related persons
Schedule D 7.A
- Objectivity Squared Insurance Solutions, LLCreal estaten
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Charleston, Sc · principal | 4 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,367 to 1,003Mar 20, 2025 to Mar 5, 2026
- Advisory activities · 3 to 4Mar 20, 2025 to Mar 5, 2026
- Corporate clients · 4.0 to unsetMar 20, 2025 to Mar 5, 2026
- HNW clients · 46 to 55Mar 20, 2025 to Mar 5, 2026
- Individual clients · 110 to 126Mar 20, 2025 to Mar 5, 2026
- Assets in custody · $199M to $150MMar 20, 2025 to Mar 5, 2026
- Discretionary RAUM · $401M to $488MMar 20, 2025 to Mar 5, 2026
- HNW RAUM · $258M to $329MMar 20, 2025 to Mar 5, 2026
- Individual RAUM · $83.0M to $87.9MMar 20, 2025 to Mar 5, 2026
- Pension RAUM · $7.7M to $7.9MMar 20, 2025 to Mar 5, 2026
- RAUM · $401M to $488MMar 20, 2025 to Mar 5, 2026
- Accounts · 1,248 to 1,367Mar 12, 2024 to Mar 20, 2025
- Advisory employees · 2 to 4Mar 12, 2024 to Mar 20, 2025
- Advisory activities · 4 to 3Mar 12, 2024 to Mar 20, 2025
- Corporate clients · 6 to 4Mar 12, 2024 to Mar 20, 2025
- HNW clients · 67 to 46Mar 12, 2024 to Mar 20, 2025
- Individual clients · 46 to 110Mar 12, 2024 to Mar 20, 2025
- Assets in custody · $57.0M to $199MMar 12, 2024 to Mar 20, 2025
- Financial planning clients · 0 to 0Mar 12, 2024 to Mar 20, 2025
- State-registered IARs · 2 to 4Mar 12, 2024 to Mar 20, 2025
- Discretionary RAUM · $354M to $401MMar 12, 2024 to Mar 20, 2025
- HNW RAUM · $287M to $258MMar 12, 2024 to Mar 20, 2025
- Individual RAUM · $15.9M to $83.0MMar 12, 2024 to Mar 20, 2025
- Non-discretionary RAUM · $7.8M to $0Mar 12, 2024 to Mar 20, 2025
- Pension RAUM · $3.9M to $7.7MMar 12, 2024 to Mar 20, 2025
- RAUM · $362M to $401MMar 12, 2024 to Mar 20, 2025
- Accounts · 1,026 to 1,248Apr 27, 2023 to Mar 12, 2024
- Corporate clients · 5 to 6Apr 27, 2023 to Mar 12, 2024
- HNW clients · 37 to 67Apr 27, 2023 to Mar 12, 2024
- Individual clients · 96 to 46Apr 27, 2023 to Mar 12, 2024
- Assets in custody · $96.5M to $57.0MApr 27, 2023 to Mar 12, 2024
- Employees · 5 to 6Apr 27, 2023 to Mar 12, 2024
- Discretionary RAUM · $330M to $354MApr 27, 2023 to Mar 12, 2024
- HNW RAUM · $227M to $287MApr 27, 2023 to Mar 12, 2024
- Individual RAUM · $65.4M to $15.9MApr 27, 2023 to Mar 12, 2024
- Non-discretionary RAUM · $6.5M to $7.8MApr 27, 2023 to Mar 12, 2024
- Pension RAUM · $3.9M to $3.9MApr 27, 2023 to Mar 12, 2024
- RAUM · $337M to $362MApr 27, 2023 to Mar 12, 2024
- Accounts · 334 to 1,026Mar 25, 2022 to Mar 30, 2023
- Corporate clients · unset to 5.0Mar 25, 2022 to Mar 30, 2023
Signals
1 dated events
- Objectivity Squared Wealth Management filed its initial SEC registration (Form ADV)Sep 25, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- britton@objectivitysquared.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- ashley@objectivitysquared.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 843-212-0711reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 843-212-2129reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 843-212-2629reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- objectivitysquared.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (843) 212-2805reportedpublic record, Form ADV, Mar 5, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $122Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026