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Objective Capital Management, LLC

EST. AUM
$304,740,162

CONTACTS
4

CLIENT ACCOUNTS
603

Firm Details

Metro area Cleveland
CRD Number 156013
Website ocmwealth.com
Client types

Overview

Objective Capital Management, LLC (OCM Private Wealth) is an SEC-registered investment advisory firm headquartered in Fairlawn, Ohio, with an additional office in Juno Beach, Florida. Founded in 2010, the firm provides discretionary and non-discretionary portfolio management services primarily to individuals and high-net-worth clients. OCM focuses on customized wealth management solutions, including asset allocation, portfolio construction, and long-term financial guidance. The firm manages approximately $304 million in regulatory assets under management. OCM operates as an independent registered investment adviser (RIA) and offers fiduciary advice tailored to client goals, risk tolerance, and investment objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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