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WHITCOMB & HESS, INC.
CRD 121064 · SEC 801-78798
1020 CLEVELAND AVENUE, ASHLAND, OH, 44805, United States
Phone
419-289-7007
Fax
419-281-7432
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$490.7M
Discretionary AUM
$433.5M
Team
31 total employees; 8 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1231 | $196.3M |
| High net worth individuals | 106 | $249.1M |
| Pension/profit sharing plans | 14 | $35.8M |
| Charitable organizations | 12 | $8.2M |
| Corporations/business entities | 5 | $1.3M |
States served
CA, IN, NC, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD