A complete list of active advisors currently associated with Western Reserve Capital Management, LLC

Warmer can help you find a great advisor at Western Reserve Capital Management, LLC or one who fits your needs even better.

Western Reserve Capital Management serves individuals — including both non‑high‑net‑worth and high‑net‑worth clients — as well as charitable organizations and businesses. The firm offers discretionary investment management and comprehensive financial planning on both ongoing and project bases and operates as a fee‑only adviser. WRCM frames portfolio construction around asset allocation and modern portfolio theory, combining passive funds with active strategies and multiple analysis methods, including fundamental, technical, and charting techniques. It advises on a broad range of holdings (stocks, bonds, mutual funds, ETFs, municipal and U.S. government securities) and tailors plans to client goals, risk tolerance, tax considerations, and family circumstances. Distinctive features include its modest adviser team and AUM relative to larger firms, a recent transition to SEC registration, and use of certain institutional mutual funds (including Dimensional Fund Advisors) that are generally available only through approved advisers. The firm emphasizes written financial planning across many areas — business and employee benefits consulting, estate and tax considerations, insurance and cash‑flow management — does not accept commission‑based compensation, and recommends a primary custodian while disclosing the institutional services the custodian provides.

To learn more about the advisors currently working at Western Reserve Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.