Western Reserve Capital Management, LLC
● SEC registered since 2026CRD 329811SEC# 801-135303Hudson, OH
Reg. AUM
$120.2M
Employees
2
Accounts
270
Location
Hudson, OH
Western Reserve Capital Management, LLC assets under management
Western Reserve Capital Management, LLC is a registered investment adviser overseen by the SEC based in Hudson, OH. The firm has been registered since 2026. It reports $120.2 million in regulatory assets under management and employs 2 people.
Western Reserve Capital Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gage Cobey Paul Control | Ceo & Cco | 25-50% | 2024 |
| James Carl Sexton Control | Owner & Financial Advisor | 50-75% | 2024 |
Frequently asked questions
How much does Western Reserve Capital Management, LLC manage?
Western Reserve Capital Management, LLC reports $120.2 million in regulatory assets under management on its Form ADV.
How many employees does Western Reserve Capital Management, LLC have?
Western Reserve Capital Management, LLC reports 2 employees.
Where is Western Reserve Capital Management, LLC located?
Western Reserve Capital Management, LLC is based in Hudson, OH and has been SEC-registered since 2026.
Does Western Reserve Capital Management, LLC disclose fund performance?
Western Reserve Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 102 First St, #208, Hudson, OH 44236 |
| Phone | 330-655-1543 |
| Office hours | By Appt. Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$120.2MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$120.2Mregulatory AUM
Discretionary $120.2M