James Sexton
Western Reserve Capital Management · Hudson, Ohio
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.
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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 | $120.2M across 270 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 2127374 |
| Exams passed | Series 63 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wrcmfp.com |
How James's firm compares
- Western Reserve Capital Management's average account is about $445,000, from its Form ADV (assets managed divided by 270 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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