WESTERN RESERVE CAPITAL MANAGEMENT, LLC

Overview

Western Reserve Capital Management, LLC is an independent, individual-owned registered investment adviser that serves primarily individuals and families. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging fees based on a percentage of assets under management as well as hourly and fixed-fee arrangements. It is SEC-registered (2026) and is not described as a multi-state adviser, pension consultant, or related adviser in the available filings. The firm does not identify itself as an active ESG investor. Its investment approach, as reflected in filings, emphasizes pooled public vehicles—mutual funds and ETFs—rather than direct corporate engagement or extensive private fund allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives