OBJECTIVITY SQUARED, LLC
Legal name: OBJECTIVITY SQUARED WEALTH MANAGEMENT
CRD #311052 SEC #801-119693 CHARLESTON, SC (843) 212-2805
SEC Registered
Total AUM
$401.1M
Discretionary
$401.1M
Employees
6
Clients
0
Accounts
1,367
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | PARTNER / ADVISOR | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| OPOULOS, ALEXANDER | I | MANAGING MEMBER | D | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | PARTNER / ADVISOR / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
| HOLMES, NICHOLAS, C | I | MANAGING MEMBER / CCO | C | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (8)
CA FL GA NC NE SC TX VA
Address
701 EAST BAY STREETSUITE 403
CHARLESTON, SC 29403
United States
Phone: (843) 212-2805