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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-11-2024
- Office Locations
- 1
Office Locations
About Western Reserve Capital Management, LLC
Western Reserve Capital Management, LLC is a Hudson, Ohio RIA serving both retail and institutional clients. The firm provides financial planning and wealth advisory services including estate and tax planning, insurance, and business succession support. Investment approach emphasizes active management, asset allocation, and risk management, with portfolios primarily implemented through mutual funds and ETFs. Primary custody is with Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES CARL SEXTON III
Financial Advisor, Owner, Partner
- CRD
- #2127374
- Ownership
- 50% but less than 75%
GAGE COBEY PAUL
Chief Compliance Officer, Chief Executive Officer, Financial Advisor
- CRD
- #6564812
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,226,420 | $445,283 |
| Non-Discretionary | $0 | -- |
| Total | $120,226,420 | $445,283 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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