Whitcomb & Hess, Inc.
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 121064
- SEC number
- 801-78798
- Firm type
- RIA
- Assets under management
- $490.7M as of Feb 25, 2026
- Website
- www.instagram.com/WHITCOMB.HESS ↗
- Phone
- 419-289-7007
- Address
- 1020 Cleveland Avenue, Ashland, OH, 44805
Advisors at this firm
8 in our index · page 1 of 1
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Aaron Lee BatesCRD 4657614 · Ashland, OHIA Registered
-
Ryan Timothy GilmerCRD 5168946 · Ashland, OHIA RegisteredRegistration inactive
-
Tammy Lynn HigginsCRD 6708077 · Ashland, OHIA Registered
-
Jacob Frederick JonesCRD 8072906 · Ashland, OHIA Registered
-
Matthew Tracey LefelhocCRD 7371067 · Ashland, OHIA Registered
-
Christopher Ryan NadlerCRD 5934671 · Ashland, OHIA RegisteredRegistration inactive
-
Antonio RhodesCRD 8097347 · Ashland, OHIA Registered
-
Tracy L WellsCRD 5514013 · Ashland, OHIA Registered
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 121064 ↗
FINRA BrokerCheck record for firm CRD 121064 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.