Western Reserve Capital Management, LLC
Western Reserve Capital Management, LLC is an SEC-registered wealth manager in Hudson, OH with $120.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Western Reserve Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329811, SEC 801-135303, data through 2026-01-09.
- AUM (assets under management / regulatory AUM)
- $120.2M (2026-01-09)
- Firm type
- Wealth Manager
- Location
- Hudson, OH
- Employees
- 2
- Clients
- 101
- CRD
- 329811
- Ownership
- SEXTON, JAMES, CARL; PAUL, GAGE, COBEY
How much AUM does Western Reserve Capital Management, LLC have?
Western Reserve Capital Management, LLC reported $120.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-09).
Who owns Western Reserve Capital Management, LLC?
Disclosed owners and executives of Western Reserve Capital Management, LLC include SEXTON, JAMES, CARL, PAUL, GAGE, COBEY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.