WHITCOMB & HESS, INC.
CRD #121064 SEC #801-78798 ASHLAND, OH 419-289-7007
SEC Registered
Total AUM
$381.4M
Discretionary
$340.7M
Employees
27
Clients
26
Accounts
2,629
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $381.4M | $340.7M | $40.7M | 27 | 0 |
| Feb 2025 | $381.4M | $340.7M | $40.7M | 27 | 0 |
| Feb 2024 | $343.8M | $303M | $40.9M | 28 | 0 |
| Feb 2024 | $297M | $263.7M | $33.3M | 29 | 0 |
| Dec 2023 | $297M | $263.7M | $33.3M | 29 | 0 |
| Mar 2023 | $297M | $263.7M | $33.3M | 29 | 0 |
| Feb 2023 | $297M | $263.7M | $33.3M | 29 | 0 |
| Feb 2023 | $282.7M | $250.2M | $32.5M | 27 | 0 |
| Mar 2022 | $282.7M | $250.2M | $32.5M | 27 | 0 |
| Jul 2021 | $226.6M | $180M | $46.6M | 25 | 0 |
| Jan 2021 | $226.6M | $180M | $46.6M | 25 | 0 |
| Jun 2020 | $180M | $147M | $32.9M | 25 | 0 |
| Mar 2020 | $180M | $147M | $32.9M | 25 | 0 |
| Nov 2019 | $157.2M | $109.4M | $47.9M | 25 | 0 |
| Mar 2019 | $157.2M | $109.4M | $47.9M | 25 | 0 |
| Sep 2018 | $155.9M | $113.2M | $42.7M | 25 | 0 |
| Jun 2018 | $155.9M | $113.2M | $42.7M | 25 | 0 |
| Apr 2018 | $155.9M | $113.2M | $42.7M | 25 | 0 |
| Mar 2018 | $155.9M | $113.2M | $42.7M | 25 | 0 |
| Jun 2017 | $132.4M | $95.5M | $37M | 25 | 800 |
| Mar 2017 | $132.4M | $95.5M | $37M | 25 | 800 |
| Mar 2017 | $132.4M | $95.5M | $37M | 25 | 800 |
| Dec 2016 | $111.3M | $78.1M | $33.2M | 25 | 804 |
| Oct 2016 | $111.3M | $78.1M | $33.2M | 25 | 804 |
| Feb 2016 | $111.3M | $78.1M | $33.2M | 25 | 804 |
| Dec 2015 | $104.2M | $80M | $24.2M | 25 | 794 |
| Sep 2015 | $121.1M | $87.7M | $33.4M | 25 | 794 |
| Mar 2015 | $121.1M | $87.7M | $33.4M | 25 | 794 |
| Jan 2015 | $118.3M | $83.6M | $34.7M | 25 | 794 |
| Jun 2014 | $112.1M | $80.1M | $32M | 22 | 752 |
| Mar 2014 | $112.1M | $80.1M | $32M | 22 | 752 |
| Jan 2014 | $112.1M | $80.1M | $32M | 22 | 752 |
| Jan 2014 | $112.1M | $80.1M | $32M | 22 | 752 |
| Jan 2014 | $111.1M | $78.5M | $32.6M | 24 | 761 |
| Nov 2013 | $111.1M | $78.5M | $32.6M | 24 | 761 |
| May 2012 | $80.7M | $64.8M | $15.9M | 11 | 800 |
| Mar 2012 | $80.7M | $64.8M | $15.9M | 11 | 800 |
| Aug 2011 | $92.6M | $77.1M | $15.5M | -- | -- |
| Jan 2008 | $79.6M | $34.4M | $45.2M | -- | -- |
| Sep 2007 | $82.3M | $24.2M | $58.1M | -- | -- |
| Mar 2007 | $71.4M | $0 | $71.4M | -- | -- |
| Jan 2007 | $71.4M | $0 | $71.4M | -- | -- |
| Mar 2006 | $50.6M | $0 | $50.6M | -- | -- |
| Nov 2005 | $50.6M | $0 | $50.6M | -- | -- |
DateMay 2025
Total AUM$381.4M
Discretionary$340.7M
Non-Disc.$40.7M
Employees27
Clients0
DateFeb 2025
Total AUM$381.4M
Discretionary$340.7M
Non-Disc.$40.7M
Employees27
Clients0
DateFeb 2024
Total AUM$343.8M
Discretionary$303M
Non-Disc.$40.9M
Employees28
Clients0
DateFeb 2024
Total AUM$297M
Discretionary$263.7M
Non-Disc.$33.3M
Employees29
Clients0
DateDec 2023
Total AUM$297M
Discretionary$263.7M
Non-Disc.$33.3M
Employees29
Clients0
DateMar 2023
Total AUM$297M
Discretionary$263.7M
Non-Disc.$33.3M
Employees29
Clients0
DateFeb 2023
Total AUM$297M
Discretionary$263.7M
Non-Disc.$33.3M
Employees29
Clients0
DateFeb 2023
Total AUM$282.7M
Discretionary$250.2M
Non-Disc.$32.5M
Employees27
Clients0
DateMar 2022
Total AUM$282.7M
Discretionary$250.2M
Non-Disc.$32.5M
Employees27
Clients0
DateJul 2021
Total AUM$226.6M
Discretionary$180M
Non-Disc.$46.6M
Employees25
Clients0
DateJan 2021
Total AUM$226.6M
Discretionary$180M
Non-Disc.$46.6M
Employees25
Clients0
DateJun 2020
Total AUM$180M
Discretionary$147M
Non-Disc.$32.9M
Employees25
Clients0
DateMar 2020
Total AUM$180M
Discretionary$147M
Non-Disc.$32.9M
Employees25
Clients0
DateNov 2019
Total AUM$157.2M
Discretionary$109.4M
Non-Disc.$47.9M
Employees25
Clients0
DateMar 2019
Total AUM$157.2M
Discretionary$109.4M
Non-Disc.$47.9M
Employees25
Clients0
DateSep 2018
Total AUM$155.9M
Discretionary$113.2M
Non-Disc.$42.7M
Employees25
Clients0
DateJun 2018
Total AUM$155.9M
Discretionary$113.2M
Non-Disc.$42.7M
Employees25
Clients0
DateApr 2018
Total AUM$155.9M
Discretionary$113.2M
Non-Disc.$42.7M
Employees25
Clients0
DateMar 2018
Total AUM$155.9M
Discretionary$113.2M
Non-Disc.$42.7M
Employees25
Clients0
DateJun 2017
Total AUM$132.4M
Discretionary$95.5M
Non-Disc.$37M
Employees25
Clients800
DateMar 2017
Total AUM$132.4M
Discretionary$95.5M
Non-Disc.$37M
Employees25
Clients800
DateMar 2017
Total AUM$132.4M
Discretionary$95.5M
Non-Disc.$37M
Employees25
Clients800
DateDec 2016
Total AUM$111.3M
Discretionary$78.1M
Non-Disc.$33.2M
Employees25
Clients804
DateOct 2016
Total AUM$111.3M
Discretionary$78.1M
Non-Disc.$33.2M
Employees25
Clients804
DateFeb 2016
Total AUM$111.3M
Discretionary$78.1M
Non-Disc.$33.2M
Employees25
Clients804
DateDec 2015
Total AUM$104.2M
Discretionary$80M
Non-Disc.$24.2M
Employees25
Clients794
DateSep 2015
Total AUM$121.1M
Discretionary$87.7M
Non-Disc.$33.4M
Employees25
Clients794
DateMar 2015
Total AUM$121.1M
Discretionary$87.7M
Non-Disc.$33.4M
Employees25
Clients794
DateJan 2015
Total AUM$118.3M
Discretionary$83.6M
Non-Disc.$34.7M
Employees25
Clients794
DateJun 2014
Total AUM$112.1M
Discretionary$80.1M
Non-Disc.$32M
Employees22
Clients752
DateMar 2014
Total AUM$112.1M
Discretionary$80.1M
Non-Disc.$32M
Employees22
Clients752
DateJan 2014
Total AUM$112.1M
Discretionary$80.1M
Non-Disc.$32M
Employees22
Clients752
DateJan 2014
Total AUM$112.1M
Discretionary$80.1M
Non-Disc.$32M
Employees22
Clients752
DateJan 2014
Total AUM$111.1M
Discretionary$78.5M
Non-Disc.$32.6M
Employees24
Clients761
DateNov 2013
Total AUM$111.1M
Discretionary$78.5M
Non-Disc.$32.6M
Employees24
Clients761
DateMay 2012
Total AUM$80.7M
Discretionary$64.8M
Non-Disc.$15.9M
Employees11
Clients800
DateMar 2012
Total AUM$80.7M
Discretionary$64.8M
Non-Disc.$15.9M
Employees11
Clients800
DateAug 2011
Total AUM$92.6M
Discretionary$77.1M
Non-Disc.$15.5M
Employees--
Clients--
DateJan 2008
Total AUM$79.6M
Discretionary$34.4M
Non-Disc.$45.2M
Employees--
Clients--
DateSep 2007
Total AUM$82.3M
Discretionary$24.2M
Non-Disc.$58.1M
Employees--
Clients--
DateMar 2007
Total AUM$71.4M
Discretionary$0
Non-Disc.$71.4M
Employees--
Clients--
DateJan 2007
Total AUM$71.4M
Discretionary$0
Non-Disc.$71.4M
Employees--
Clients--
DateMar 2006
Total AUM$50.6M
Discretionary$0
Non-Disc.$50.6M
Employees--
Clients--
DateNov 2005
Total AUM$50.6M
Discretionary$0
Non-Disc.$50.6M
Employees--
Clients--