Objectivity Squared Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charleston, SC. Its latest Form ADV filing, dated March 5, 2026, reports $488M in regulatory assets under management, 6 employees, and 1,003 accounts.
Assets Under Management
$488M
Employees
6
Offices
--
Total Clients
181
Primary office
CHARLESTON, SC
701 EAST BAY STREET, SUITE 403, CHARLESTON, SC, United States
Top client segmentIndividuals represent 69.6% of total clients.
Top client categories% of clientsClients
1
Individuals
69.6%
126
2
HNWI
30.4%
55
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$488Mas of March 5, 2026
Discretionary100.0%
$488M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$488M
Total Accounts1,003
10Y AUM Change+$488M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee30:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.