# James Sexton

> James Sexton is a fee-only financial advisor at Western Reserve Capital Management in Hudson, Ohio, who holds the CFP credential. Western Reserve Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-sexton-2127374/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Western Reserve Capital Management
- **Based in:** Hudson, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $120.2M across 270 accounts
- **Credentials:** CFP
- **CRD:** 2127374 (https://adviserinfo.sec.gov/individual/summary/2127374)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2000)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.wrcmfp.com

## Frequently asked questions

### Is James Sexton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Western Reserve Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Western Reserve Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Sexton based?

James Sexton is based in Hudson, Ohio.

### What credentials does James Sexton hold?

James Sexton holds the CFP credential.

### Is James Sexton registered with the SEC?

Yes. James Sexton is registered as an investment adviser representative in OH (CRD 2127374), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Western Reserve Capital Management manage?

Western Reserve Capital Management reports $120.2M across 270 accounts in assets under management.

### How do I contact James Sexton?

Through James's website, www.wrcmfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2127374): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.