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WESTERN RESERVE CAPITAL MANAGEMENT, LLC

CRD 329811 · SEC 801-135303

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102 FIRST ST, #208, HUDSON, OH, 44236, United States

Phone

330-655-1543

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$120.2M

Discretionary AUM

$120.2M

Team

2 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals60$19.9M
High net worth individuals41$100.3M

States served

OH

All web addresses on file

Official SEC filing: View on IAPD