Whitcomb & Hess, Inc.
Whitcomb & Hess, Inc. is an SEC-registered mass-market adviser in Ashland, OH with $490.7M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Whitcomb & Hess, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121064, SEC 801-78798, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $490.7M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Ashland, OH
- Employees
- 31
- Clients
- 1,368
- CRD
- 121064
- Ownership
- KRAMER, ROGER, JOHN; ROWSEY, TIMOTHY, JAMES; HESS, JAMES, HOWARD; HARVEY, WILLIAM, STEPHEN; HINKLE, NEIL
How much AUM does Whitcomb & Hess, Inc. have?
Whitcomb & Hess, Inc. reported $490.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Whitcomb & Hess, Inc.?
Disclosed owners and executives of Whitcomb & Hess, Inc. include KRAMER, ROGER, JOHN, ROWSEY, TIMOTHY, JAMES, HESS, JAMES, HOWARD, HARVEY, WILLIAM, STEPHEN, HINKLE, NEIL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.