Overview
Assets Under Management: $120 million
Headquarters: HUDSON, OH
High-Net-Worth Clients: 41
Average Client Assets: $2 million
Frequently Asked Questions
WESTERN RESERVE CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #329811), WESTERN RESERVE CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WESTERN RESERVE CAPITAL MANAGEMENT, LLC is headquartered in HUDSON, OH.
WESTERN RESERVE CAPITAL MANAGEMENT, LLC serves 41 high-net-worth clients according to their SEC filing dated January 09, 2026. View client details ↓
According to their SEC Form ADV, WESTERN RESERVE CAPITAL MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
WESTERN RESERVE CAPITAL MANAGEMENT, LLC manages $120 million in client assets according to their SEC filing dated January 09, 2026.
According to their SEC Form ADV, WESTERN RESERVE CAPITAL MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 270
Discretionary Accounts: 270
Regulatory Filings
CRD Number: 329811
Filing ID: 2038607
Last Filing Date: 2026-01-09 12:41:38