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Tristan Robert Lewis

Objective Capital Management, LLC

Juno Beach, FL

Fairlawn, OH

CRD 4647376

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Employer firm

Objective Capital Management, LLC CRD 156013

$214M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Objective Capital Management, Llc

3070 W. Market St Suite 202, Fairlawn, OH 44333 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-16
TX RA APPROVED_RES 2012-04-04
OH RA APPROVED 2011-01-20
  • FL RA
    APPROVED
    Since 2025-12-16
  • TX RA
    APPROVED_RES
    Since 2012-04-04
  • OH RA
    APPROVED
    Since 2011-01-20

Branch Locations

14255 Us Hwy 1 Ste 215, Juno Beach, FL 33408 • United States

3070 W. Market St Suite 202, Fairlawn, OH 44333 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Objective Capital Management, Llc Cleveland OH 01/2011 Present
Previous Registrations
Other Businesses

Tristan Lewis is also a licensed insurance agent. Less than 1% of Mr. Lewis’ time is spent in his insurance practice

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-05-11
S63 Uniform Securities Agent State Law Examination 2003-09-23
  • S65 Uniform Investment Adviser Law Examination
    2007-05-11
  • S63 Uniform Securities Agent State Law Examination
    2003-09-23
Other Names
  • Tristan Robert Lewis
  • Tristan R Lewis

View on SEC IAPD

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