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Nicholas C Holmes

OBJECTIVITY SQUARED, LLC·CHARLESTON, South Carolina
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701 EAST BAY STREET, CHARLESTON, SC 29403CRD# 4318839Firm CRD# 311052
01

About

Nicholas C Holmes is a registered financial advisor based in CHARLESTON, South Carolina, affiliated with OBJECTIVITY SQUARED, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
OBJECTIVITY SQUARED, LLC
OBJECTIVITY SQUARED WEALTH MANAGEMENT
AUM
$362M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at OBJECTIVITY SQUARED, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4318839
Firm CRD# 311052
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas C Holmes offer?
Nicholas C Holmes specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Nicholas C Holmes's credentials?
Nicholas C Holmes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas C Holmes located?
Nicholas C Holmes is based in CHARLESTON, South Carolina, working with OBJECTIVITY SQUARED, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Nicholas C Holmes charge for services?
Nicholas C Holmes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OBJECTIVITY SQUARED, LLC?
OBJECTIVITY SQUARED, LLC has approximately 6 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in South Carolina
GREENVILLE (113)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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