# Objectivity Squared Wealth Management

Objectivity Squared Wealth Management is a Bank / Wealth / Trust based in Charleston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charleston, United States
- **Region:** North America
- **Address:** 701 E. Bay St, Charleston, SC 29403, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** objectivitysquared.com
- **LinkedIn:** https://www.linkedin.com/company/objectivity-squared-wealth-management

## Regulatory record

- **CRD number:** 311052
- **SEC file number:** 801-119693
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311052

## About

Alex Opoulos established Objectivity Squared Wealth Management in 2020, anchoring the practice in Charleston after a career-shaping experience: restructuring his mother's finances following his father's death. The firm operates as an independent registered investment adviser serving individuals, high-net-worth families and retirement plans. Nick Holmes, a partner since the earliest days, traces his collaboration with Opoulos back to an internship in 1999, forming the durable core of a boutique that frames its work as an extension of the families it advises. The firm delivers discretionary asset management through a process it describes as balancing art and science. Portfolio construction integrates equity and fixed-income exposure alongside structured products and options overlays — tools the investment team, directed by Carson Howard, calibrates to each family's risk profile. The website highlights a focus on long-term discipline and downside awareness rather than chasing benchmarks. Geographic concentration centers on the Lowcountry and Southeast, though the firm does not publish a full roster of portfolio companies or explicit sector allocations. Team depth reaches seven professionals, with the Charleston office at 701 E. Bay Street serving as the single location. John Schumacher steers advisory strategy and firm infrastructure, while Britton Ziegler leads client experience, a role informed by her hospitality-management background that the firm considers central to its model. Beyond core advisory work, the firm's website does not surface affiliated philanthropic vehicles, co-investment clubs or institutional pooled funds, positioning it as a tightly held practice. Objectivity Squared's structural signature lies in its narrative-led client model: it explicitly defines wealth management as a relationship extension rather than a financial-engineering exercise. That posture sets it apart from aggregator RIAs and platform roll-ups, preserving decision-making in the hands of the four named principals.

## People

- Alex Opoulos — Founder & Family Advisor
- Nick Holmes — Partner & Family Advisor
- John Schumacher — Advisory Strategy & Reporting
- Britton Ziegler — Client Experience

## Questions

### What investment stages does Objectivity Squared target for its clients?

Objectivity Squared does not target investment stages in the venture-capital sense. It manages liquid portfolios for wealth accumulation, preservation and income, aligning with clients at various life stages — from working families to retirees. The platform emphasizes long-term, risk-aware construction rather than stage-based private investing.

### How is Objectivity Squared related to any larger financial institution or platform?

The firm presents itself as fully independent, with no disclosed affiliation to a bank, broker-dealer consolidator or institutional parent. Its registration as an RIA means custody and clearing sit with third-party providers, but strategic and investment decisions remain with the four Charleston-based principals.

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- [Objective Wealth Management](https://altss.com/profile/objective-wealth-management)
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Last updated: 2026-08-11T02:43:31.692Z

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