Gage Paul has been CEO & CCO of Western Reserve Capital Management since January 2024, is a control person of the firm and directly owns between 25% and 50% of it.
Western Reserve Capital Management, LLC is a Hudson, OH firm with $120M under management, 101 clients and 2 advisers across 3 offices, as of its January 2026 filing.
Gage Paul’s longest registration is the current one, 2 years at Western Reserve Capital Management since 2024. Before joining Western Reserve Capital Management in 2024, Gage Paul was registered through North Star Advisory Group, LLC and Southland Equity Partners, LLC.
- – present · 2 yearsHudson, OH · Adviser representative · Firm CRD 329811
- North Star Advisory Group, LLC– · 1 yearBeachwood, OH · Adviser representative · Firm CRD 171694
- Southland Equity Partners, LLC.– · 2 yearsHudson, OH · Adviser representative · Firm CRD 154481
- Storey & Associates– · 1 yearNorth Canton, OH · Adviser representative · Firm CRD 150673
Investment adviser representative registrations
Gage Paul is registered as an investment adviser representative in Ohio, since March 2024.
- OhioSince 11 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 July 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 4 January 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Gage Cobey Paul
- CRD
- 6564812
- Firm
- Western Reserve Capital Management · CRD 329811
- Role
- CEO & CCO
- Office
- 102 FIRST ST, #208, Hudson, OH 44236
- Registration
- Investment adviser registration
- In the industry since
- March 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Gage Paul work?
Gage Paul has been CEO & CCO of Western Reserve Capital Management, LLC since January 2024, and is a control person of the firm.
Is Gage Paul a financial advisor?
Yes. Gage Paul has a current investment-adviser registration in Ohio, through Western Reserve Capital Management since March 2024.
How many years of experience does Gage Paul have?
Gage Paul has 8 years in the financial industry, since March 2018, across 4 adviser firms.
What exams has Gage Paul passed?
Gage Paul has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in January 2017. FINRA credited Gage Paul with the SIE, which began in October 2018.
Where did Gage Paul work before Western Reserve Capital Management?
Before Western Reserve Capital Management, Gage Paul was registered through Southland Equity Partners, LLC., June 2020 to December 2022; Storey & Associates, January 2018 to December 2019.
Where is Gage Paul based?
Gage Paul’s registered office is in Hudson, OH.
Is Gage Paul registered with FINRA?
No. Gage Paul has no current broker registration.
How can I verify Gage Paul’s record?
Search CRD 6564812 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gage Paul’s full registration record.
