Objective Capital Management, LLC

Objective Capital Management, LLC (CRD# 156013) is a financial advisory firm headquartered in Pepper Pike, OH. They manage $293,004,681 in 722 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    293
    MILLION
  • Total Number of Accounts
    722
    ACCOUNTS
  • Average Account Value
    $405,824
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, MI, NH, NY, OH, TX

Financial Advisors at Objective Capital Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Victoria Callero
CRD#: 6557726
29325 Chagrin Blvd, Suite 204, Pepper Pike, OH 44122

Victoria Callero (CRD# 6557726) is an Investment Advisor Representative working at Objective Capital Management, LLC in Pepper Pike, OH and has over 8 years of experience in the finance industry.

2
Christopher M. Denholm
CRD#: 4693767
29325 Chagrin Blvd, Suite 204, Pepper Pike, OH 44122

Christopher Denholm (CRD# 4693767) is an Investment Advisor Representative working at Objective Capital Management, LLC in Pepper Pike, OH and has over 20 years of experience in the finance industry.

3
William Kobyljanec
CRD#: 1351696
29325 Chagrin Blvd, Suite 204, Pepper Pike, OH 44122

William Kobyljanec (CRD# 1351696) is an Investment Advisor Representative working at Objective Capital Management, LLC in Pepper Pike, OH and has 1 year of experience in the finance industry.

4
Tristan R. Lewis
CRD#: 4647376
29325 Chagrin Blvd, Suite 204, Pepper Pike, OH 44122

Tristan Lewis (CRD# 4647376) is an Investment Advisor Representative working at Objective Capital Management, LLC in Pepper Pike, OH and has over 20 years of experience in the finance industry.

5
Mitchell L. Stein
CRD#: 4928458
29325 Chagrin Blvd, Suite 204, Pepper Pike, OH 44122

Mitchell Stein (CRD# 4928458) is an Investment Advisor Representative working at Objective Capital Management, LLC in Pepper Pike, OH and has over 18 years of experience in the finance industry.

6
Jason A. Tosh
CRD#: 5189063
401 N Michigan Ave, Ste 650, Chicago, IL 60611

Jason Tosh (CRD# 5189063) is an Investment Advisor Representative working at Objective Capital Management, LLC in Chicago, IL and has over 17 years of experience in the finance industry.

7
Adam S. Vertes
CRD#: 2509481
29325 Chagrin Blvd, Suite 204, Pepper Pike, OH 44122

Adam Vertes (CRD# 2509481) is an Investment Advisor Representative working at Objective Capital Management, LLC in Pepper Pike, OH and has over 29 years of experience in the finance industry.

8
Ryan S. Watt
CRD#: 4931813
401 N Michigan Ave, Suite 650, Chicago, IL 60611

Ryan Watt (CRD# 4931813) is an Investment Advisor Representative working at Objective Capital Management, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.