William Kobyljanec

OBJECTIVE CAPITAL MANAGEMENT

Pepper Pike, OH 44122

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CRD#: 1351696

Professional summary

William Kobyljanec is a registered financial advisor currently at OBJECTIVE CAPITAL MANAGEMENT, LLC located in Pepper Pike, Ohio.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. William has worked at 2 firms and has passed the Series 22 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SELF-EMPLOYED AS CPA/ATTORNEY,CONSULTANT

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kobyljanec's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 26, 2015 - Present

OBJECTIVE CAPITAL MANAGEMENT, LLC

Office #1: 29325 Chagrin Blvd Suite 204, Pepper Pike, OH 44122

RIA

CRD#: 156013

Pepper Pike, OH

Past

October 19, 1987 - December 31, 1988

VESTAX SECURITIES CORPORATION

CRD#: 10332

Past

June 11, 1985 - December 15, 1986

VESTAX SECURITIES CORPORATION

CRD#: 10332

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OBJECTIVE CAPITAL MANAGEMENT, LLC

OBJECTIVE CAPITAL MANAGEMENT | OCM PRIVATE WEALTH | OBJECTIVE CAPITAL MANAGEMENT, LLC

CRD#: 156013 / SEC#: 801-114315

RIA

Registered Investment Advisory firm - (11/21/2018 Approved)

New York

Registered Investment Advisory firm - (1/15/2019 Terminated)

Ohio

Registered Investment Advisory firm - (1/15/2019 Terminated)

Texas

Registered Investment Advisory firm - (1/15/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(10/26/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 22

Date: 5/31/1985

Direct Participation Programs Representative Examination

Current Firm

OBJECTIVE CAPITAL MANAGEMENT, LLC

OBJECTIVE CAPITAL MANAGEMENT | OCM PRIVATE WEALTH | OBJECTIVE CAPITAL MANAGEMENT, LLC

CRD#: 156013 / SEC#: 801-114315

RIA

Registered Investment Advisory firm - (11/21/2018 Approved)

New York

Registered Investment Advisory firm - (1/15/2019 Terminated)

Ohio

Registered Investment Advisory firm - (1/15/2019 Terminated)

Texas

Registered Investment Advisory firm - (1/15/2019 Terminated)

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Contact information

Main Address

29325 Chagrin Blvd Suite 204, Pepper Pike, OH 44122

Mailing Address

Phone number

(216) 469-1231

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OBJECTIVE CAPITAL MANAGEMENT, LLC ADV BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	603
AUM (Assets Under Management)	$ 304,740,162

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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William Kobyljanec

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Kobyljanec's CRS (Customer Relationship Summary).

Certified licenses

Experience

OBJECTIVE CAPITAL MANAGEMENT, LLC

VESTAX SECURITIES CORPORATION

VESTAX SECURITIES CORPORATION

Primary Firm SEC Registration

OBJECTIVE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 22

Date: 5/31/1985

Current Firm

OBJECTIVE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OBJECTIVE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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