WESTERN RESERVE CAPITAL MANAGEMENT, LLC

CRD 329811File 801-135303

APPROVED

Retail clients

Custody

Filing as of Jan 9, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$120.2M

Bottom 25% of cohort (national)

Discretionary AUM

$120.2M

Clients

101

270 accounts

Employees

Bottom 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Feb 10, 2026
Principal office: 102 FIRST ST, #208, HUDSON, OH, 44236
Phone: 330-655-1543
Website: https://www.wrcmfp.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $120.2M
Discretionary AUM: $120.2M
Non-discretionary AUM: $0
Discretionary accounts: 270
Non-discretionary accounts: 0
Total accounts: 270
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$9K
Charitable organizations	Fewer than 5	$21K
High net worth individuals	41	$100.3M
Individuals (other than high net worth individuals)	60	$19.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.