Objectivity Squared, LLC
● SEC registered since 2020CRD 311052SEC# 801-119693Charleston, SC
Reg. AUM
$487.8M
Employees
6
Accounts
1,003
Location
Charleston, SC
About Objectivity Squared
Objectivity Squared is an independent registered investment advisory firm focused on helping clients live with greater meaning and impact. It builds trusted relationships and balances art and science in wealth management through conversation, connection, and thoughtful decision support.
Summary based on the firm’s website.
Objectivity Squared, LLC assets under management
Objectivity Squared, LLC is an SEC-registered investment adviser based in Charleston, SC. The firm has been registered since 2020. It reports $487.8 million in regulatory assets under management and employs 6 people.
Objectivity Squared, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Opoulos Control | Managing Member | 50-75% | 2020 |
| Nicholas C Holmes Control | Managing Member / Cco | 25-50% | 2020 |
Frequently asked questions
How much does Objectivity Squared, LLC manage?
Objectivity Squared, LLC reports $487.8 million in regulatory assets under management on its Form ADV.
How many employees does Objectivity Squared, LLC have?
Objectivity Squared, LLC reports 6 employees.
Where is Objectivity Squared, LLC located?
Objectivity Squared, LLC is based in Charleston, SC and has been SEC-registered since 2020.
Does Objectivity Squared, LLC disclose fund performance?
Objectivity Squared, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 701 East Bay Street, Suite 403, Charleston, SC 29403 |
| Phone | (843) 212-2805 |
| Fax | 855-256-6267 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$487.8M▲ 22%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,369 advisers
EmployeesTop 56%
More than 44% of 16,804 advisers
Assets under management
$487.8Mregulatory AUM
Discretionary $487.8M