# Western Reserve Capital Management, LLC

> Western Reserve Capital Management, LLC is an SEC-registered investment advisory firm in Hudson, OH, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 329811
- Filed as: WESTERN RESERVE CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hudson, OH
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329811
- AdvisorCensus page: https://advisorcensus.com/firm/western-reserve-capital-management-llc-hudson-oh-329811

## Quick answers

**How is Western Reserve Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Western Reserve Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Western Reserve Capital Management, LLC located?**
Western Reserve Capital Management, LLC's principal office is in Hudson, OH, according to its Form ADV; the February 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Western Reserve Capital Management, LLC registered with the SEC or a state?**
Western Reserve Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 329811.

**How much does Western Reserve Capital Management, LLC manage?**
Western Reserve Capital Management, LLC reports $120,226,420 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (100% discretionary).

**What types of clients does Western Reserve Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (41).

**Which custodians does Western Reserve Capital Management, LLC use?**
Western Reserve Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Western Reserve Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329811

**Does Western Reserve Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 9, 2026 says: "We do not have a minimum account size requirement."

**What changed in Western Reserve Capital Management, LLC's recent Form ADV filings?**
In the March 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 9, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $120,226,420
- Discretionary: $120,226,420
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $19,887,091 |
| High net worth individuals | 41 | $100,309,399 |
| Charitable organizations | Fewer than 5 | $20,984 |
| Corporations or other businesses not listed above | Fewer than 5 | $8,946 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Akron, OH
- New Philadelphia, OH

### Websites listed on Form ADV (Item 1.I)
- westernreservecm.com
- wr-cm.com
- wrcmfp.com
- Facebook @WesternReserveCapitalManagement
- LinkedIn @western-reserve-capital-managment
- LinkedIn @gagepaul
- LinkedIn @jcsexton3

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Western Reserve Capital Management, LLC (CRD 329811): Form ADV filing data as of October 2026.