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WESTERN RESERVE CAPITAL MANAGEMENT, LLC

HUDSON, OH · CRD 329811 · IAPD ↗ · wrcmfp.com · 330-655-1543

$120.2MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2026 — WESTERN RESERVE CAPITAL MANAGEMENT, LLC (HUDSON, OH) is newly SEC-registered with $120.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.