WESTERN RESERVE CAPITAL MANAGEMENT, LLC
  • WESTERN RESERVE CAPITAL MANAGEMENT, LLC
  • PAUL, GAGE COBEY
  • WESTERN RESERVE CAPITAL MANAGEMENT

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Adviser Profile

As of Date 01/09/2026
Registration SEC, Approved, 02/10/2026
Other registrations (3)
Former registrations

WESTERN RESERVE CAPITAL MANAGEMENT, LLC

ADV Location HUDSON, OH, United States
Contact Info 330 xxxxxxx
Websites
AUM* 120,226,420
of that, discretionary 120,226,420
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 445,283
% High Net Worth 39.81%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

120M 103M 86M 69M 52M 34M 17M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees