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Tristan Robert Lewis

OBJECTIVE CAPITAL MANAGEMENT, LLC·PEPPER PIKE, Ohio
Unclaimed Profile
29325 CHAGRIN BLVD, PEPPER PIKE, OH 44122CRD# 4647376Firm CRD# 156013
01

About

Tristan Robert Lewis is a registered financial advisor based in PEPPER PIKE, Ohio, affiliated with OBJECTIVE CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OBJECTIVE CAPITAL MANAGEMENT, LLC
OBJECTIVE CAPITAL MANAGEMENT, LLC
AUM
$382M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at OBJECTIVE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4647376
Firm CRD# 156013
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tristan Robert Lewis offer?
Tristan Robert Lewis specializes in Financial Planning, Investment Management. Contact their office in PEPPER PIKE, Ohio for a consultation.
What are Tristan Robert Lewis's credentials?
Tristan Robert Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tristan Robert Lewis located?
Tristan Robert Lewis is based in PEPPER PIKE, Ohio, working with OBJECTIVE CAPITAL MANAGEMENT, LLC. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.
How does Tristan Robert Lewis charge for services?
Tristan Robert Lewis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OBJECTIVE CAPITAL MANAGEMENT, LLC?
OBJECTIVE CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $382M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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