Western Reserve Capital Management, LLC
Firm details
- Headquarters
- Hudson, Ohio
- CRD number
- 329811
- Registered since
- February 10, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.43%
- Individuals16.54%
- Charitable Organizations0.02%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Western Reserve Capital Management, LLC is an independent, individual-owned registered investment adviser based in Ohio. The firm is SEC-registered (registration year 2026) and focuses its practice on individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee services, signaling flexibility for both ongoing wealth management relationships and one-off planning engagements. The firm does not characterize itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds84%
- Exchange Traded Equities15%
- Cash & Cash Equivalents1%
Contacts
2 of 2
James Sexton
Owner / Financial AdvisorCRD 2127374
Gage Paul
Financial AdvisorCRD 6564812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$117M in ETFs
74%
$86.2M
26%
$30.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $24.7M | 35,197 | 21.07% |
Location
Hudson, OH
Summit
Location
Hudson, OH
Headquartered in Hudson, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Summit
- Address
- 102 1st St
- Time zone
- ET (UTC-5)
- Office locations
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