Whitcomb & Hess, Inc.
● SEC registered since 2013CRD 121064SEC# 801-78798Ashland, OH
Reg. AUM
$490.7M
Employees
31
Accounts
2,800
Location
Ashland, OH
Whitcomb & Hess, Inc. assets under management
Whitcomb & Hess, Inc. is an SEC-registered investment adviser based in Ashland, OH. The firm has been registered since 2013. It reports $490.7 million in regulatory assets under management and employs 31 people.
Whitcomb & Hess, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Lee Bates Control | President | 25-50% | 2025 |
| Beau Joseph Carpenter Control | Cpa | 5-10% | 2025 |
| Eric Miller Key Control | Treasurer | 10-25% | 2010 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Whitcomb & Hess, Inc. manage?
Whitcomb & Hess, Inc. reports $490.7 million in regulatory assets under management on its Form ADV.
How many employees does Whitcomb & Hess, Inc. have?
Whitcomb & Hess, Inc. reports 31 employees.
Where is Whitcomb & Hess, Inc. located?
Whitcomb & Hess, Inc. is based in Ashland, OH and has been SEC-registered since 2013.
Does Whitcomb & Hess, Inc. disclose fund performance?
Whitcomb & Hess, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1020 Cleveland Avenue, Ashland, OH 44805 |
| Phone | 419-289-7007 |
| Fax | 419-281-7432 |
| Office hours | 8:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1813577 |
| Discloses disciplinary history | No |
Regulatory AUM
$490.7M▲ 29%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$490.7Mregulatory AUM
Discretionary $433.5MNon-discretionary $57.2M