Gage Cobey Paul
Investment adviser representative at Western Reserve Capital Management, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$120.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Western Reserve Capital Management, LLCJan 2024 to now
- North Star Advisory Group LLCJan 2023 to Feb 2024
- Western Reserve Capital ManagementMay 2020 to Dec 2022
- True Wealth DesignSep 2019 to May 2020
- Storey and AsscociatesJun 2017 to Aug 2019
- MML Investors Services, LLCMar 2017 to Jun 2017
- MassmutualJun 2016 to Jun 2017
- Student Recreation and Wellness CenterAug 2014 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
Western Reserve Capital Management, LLC
$120.2MAssets managed
101Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6564812
- Firm CRD
- 329811