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Western Reserve Capital Management, LLC

● SEC registered since 2026CRD 329811SEC# 801-135303Hudson, OH
Export (members)
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.
www.wrcmfp.comView on SEC.gov ↗

Western Reserve Capital Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Gage Cobey Paul ControlCeo & Cco25-50%2024
James Carl Sexton ControlOwner & Financial Advisor50-75%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

Address102 First St, #208, Hudson, OH 44236
Phone330-655-1543
Office hoursBy Appt. Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$120.2M
Non-discretionary$0
Total (RAUM)$120.2M