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, privately owned registered investment adviser organized as an LLC. The firm registered with the SEC in 2026 and serves individual and family clients, including small-business owners. Its advisory services focus on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include asset-based fees, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not structured as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
$113M in ETFs
75%
$84.5M
25%
$28.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $24.4M | 35,536 | 21.62% |
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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