Ryan
Watt

Objective Capital Management, LLC

CRD#4931813
Investment Advisor
in Chicago, IL

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About this Advisor

Ryan Watt is a financial advisor based in Chicago, Illinois, working with Objective Capital Management, LLC. Ryan has previously held positions at Fifth Third Bank, Fifth Third Securities, Mutual Securities, Inc, and Objective Capital Management, LLC. Ryan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois, New York, Ohio, and Texas. Currently, Ryan is part of Objective Capital Management, LLC, which operates out of Chicago, Illinois. The firm has 4 offices and 8 employees. The firm manages assets totaling $381.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Objective Capital Management, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

401 N Michigan Ave Suite 650
Chicago, IL 60611

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Objective Capital Management, LLC Brokerage Details

Total Assets Under Management

$381,653,900

IL Average: $2,106,341,625
Total Number of Employees

8

IL Average: 34
Total Number of Accounts

1,000

IL Average: 1,972
Average Account Size

$381,654

IL Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Ryan Watt Work History

2021 - Present (4 years)

Mutual Securities, Inc

2021 - Present (4 years)

Objective Capital Management, LLC

2007 - Present (18 years)

Fifth Third Bank

2007 - 2021 (14 years)

Fifth Third Securities

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Disclosures

Please visit the SEC profile of Ryan Watt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Objective Capital Management, LLC

William Kobyljanec
Beachwood, OH
Victoria Callero
Beachwood, OH
Tristan Lewis
Beachwood, OH
Christopher Denholm
Beachwood, OH
Jason Tosh
Chicago, IL
Ryan Watt
Chicago, IL
Adam Vertes
Beachwood, OH
Mitchell Stein
Beachwood, OH

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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