OBJECTIVE CAPITAL MANAGEMENT, LLC
SEC RegisteredPlanning Your Future With Confidence
About the firm
OCM Wealth is a mission-driven fiduciary firm built on the foundation of trust and professional integrity. They offer comprehensive wealth management services, prioritizing integrity and transparency to help clients navigate complex financial landscapes with structured, data-driven strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Tailored financial planning, tax solutions and investment management, retirement and estate planning, and risk management.
Who they serve
Individuals and families at every stage of life, entrepreneurs managing personal and professional wealth, and hedge fund and private equity executives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 38 | $13M |
| High Net Worth Individuals | 72 | $200M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.50% |
| $2,000,001 to $15,000,000 | 1.00% |
| Above $15,000,000 | 0.85% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OBJECTIVE CAPITAL MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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