RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 1, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GILMER, RYAN, TIMOTHYICHIEF INVESTMENT OFFICERNA Control
GILMER, RYAN, TIMOTHYICHIEF INVESTMENT OFFICERNA Control
GILMER, RYAN, TIMOTHYICHIEF INVESTMENT OFFICERNA Control
HESS, JAMES, HOWARDIMANAGING MEMBER / TRUSTEENA Control
BATES, AARON, LEEIPRESIDENTC Control
BATES, AARON, LEEIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
HESS, JAMES, HOWARDIPRESIDENTC Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT, SECRETARY, AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT, SECRETARY, AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT, SECRETARY, AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEIVICE PRESIDENT, SECRETARY, AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEISECRETARY, AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEISECRETARY, AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEISECRETARY AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEISECRETARY AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEISECRETARY AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEISECRETARY AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEISECRETARY AND CHIEF COMPLIANCE OFFICERB Control
BATES, AARON, LEEISECRETARYB Control
BATES, AARON, LEEISECRETARYB Control
BATES, AARON, LEEISECRETARYB Control
BATES, AARON, LEEISECRETARYB Control
BATES, AARON, LEEISECRETARYB Control
BATES, AARON, LEEISECRETARYB Control
GILMER, RYAN, TIMOTHYICCO AND CHIEF INVESTMENT OFFICERB Control
GILMER, RYAN, TIMOTHYICCO AND CHIEF INVESTMENT OFFICERB Control
GILMER, RYAN, TIMOTHYICCO AND CHIEF INVESTMENT OFFICERB Control
GILMER, RYAN, TIMOTHYICCO AND CHIEF INVESTMENT OFFICERB Control
GILMER, RYAN, TIMOTHYICCO AND CHIEF INVESTMENT OFFICERB Control
GILMER, RYAN, TIMOTHYICCO AND CHIEF INVESTMENT OFFICERB Control
GILMER, RYAN, TIMOTHYICCO AND CHIEF INVESTMENT OFFICERB Control
GILMER, RYAN, TIMOTHYICCO AND CHIEF INVESTMENT OFFICERB Control
HARVEY, WILLIAM, STEPHENISECRETARYB Control
HARVEY, WILLIAM, STEPHENISECRETARYB Control
HARVEY, WILLIAM, STEPHENISECRETARYB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENISECRETARYB Control
HARVEY, WILLIAM, STEPHENISECRETARYB Control
HARVEY, WILLIAM, STEPHENISECRETARYB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HARVEY, WILLIAM, STEPHENIVICE PRESIDENTB Control
HINKLE, NEILIVICE PRESIDENTB Control
HINKLE, NEILIVICE PRESIDENTB Control
HINKLE, NEILIVICE PRESIDENTB Control
HINKLE, NEILIVICE PRESIDENTB Control
HINKLE, NEILIVICE PRESIDENTB Control
HINKLE, NEILIVICE PRESIDENTB Control
HINKLE, NEILIVICE PRESIDENTB Control
HINKLE, NEILIVICE PRESIDENTB Control
HINKLE, NEILIVICE PRESIDENTB Control
HINKLE, NEILIVICE PRESIDENTB Control
HINKLE, NEILIVICE PRESIDENTB Control
KEY, ERIC, MILLERITREASURERB Control
KEY, ERIC, MILLERITREASURERB Control
KEY, ERIC, MILLERITREASURERB Control
KEY, ERIC, MILLERITREASURERB Control
KEY, ERIC, MILLERITREASURERB Control
KEY, ERIC, MILLERITREASURERB Control
KEY, ERIC, MILLERITREASURERB Control
KEY, ERIC, MILLERITREASURERB Control
KEY, ERIC, MILLERITREASURERB Control
KEY, ERIC, MILLERITREASURERB Control
KEY, ERIC, MILLERITREASURERB Control
KEY, ERIC, MILLERITREASURERB Control
KEY, ERIC, MILLERITREASURERB Control
KRAMER, ROGER, JOHNITREASURERB Control
KRAMER, ROGER, JOHNITREASURERB Control
KRAMER, ROGER, JOHNITREASURERB Control
KRAMER, ROGER, JOHNITREASURERB Control
KRAMER, ROGER, JOHNITREASURERB Control
KRAMER, ROGER, JOHNITREASURERB Control
KRAMER, ROGER, JOHNITREASURERB Control
KRAMER, ROGER, JOHNITREASURERB Control
KRAMER, ROGER, JOHNITREASURERB Control
KRAMER, ROGER, JOHNITREASURERB Control
KRAMER, ROGER, JOHNITREASURERB Control
KRAMER, ROGER, JOHNITREASURERB Control
KRAMER, ROGER, JOHNITREASURERB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
REYNOLDS, TAMI, LEEIVICE PRESIDENTB Control
ROWSEY, TIMOTHY, JAMESIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
ROWSEY, TIMOTHY, JAMESIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
ROWSEY, TIMOTHY, JAMESIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
ROWSEY, TIMOTHY, JAMESIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
ROWSEY, TIMOTHY, JAMESIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
ROWSEY, TIMOTHY, JAMESIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERB Control
YODER, TERI, DIANEICPAB
YODER, TERI, DIANEICPAB
YODER, TERI, DIANEICPAB
YODER, TERI, DIANEICPAB
YODER, TERI, DIANEICPAB
YODER, TERI, DIANEICPAB Control
YODER, TERI, DIANEICPAB Control
YODER, TERI, DIANEICPAB Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERA Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERA Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERA Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERA Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERA Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERA Control
BATES, AARON, LEEIVICE PRESIDENT AND CHIEF COMPLIANCE OFFICERA Control
CARPENTER, BEAU, JOSEPHICPAA Control
CARPENTER, BEAU, JOSEPHICPAA Control
GILMER, RYAN, TIMOTHYICHIEF INVESTMENT OFFICERA Control
GILMER, RYAN, TIMOTHYICHIEF INVESTMENT OFFICERA Control
GILMER, RYAN, TIMOTHYICHIEF INVESTMENT OFFICERA Control
HINKLE, NEILIVICE PRESIDENTA Control
HINKLE, NEILIVICE PRESIDENTA Control
HINKLE, NEILIVICE PRESIDENTA Control
HINKLE, NEILIVICE PRESIDENTA Control
KEY, ERIC, MILLERIVICE PRESIDENTA Control
KEY, ERIC, MILLERIVICE PRESIDENTA Control
KEY, ERIC, MILLERIVICE PRESIDENTA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERIVICE PRESIDENTA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERIVICE PRESIDENTA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERIVICE PRESIDENTA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERIVICE PRESIDENTA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
KEY, ERIC, MILLERITREASURERA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
TANNER, KIM, ELAINEISECRETARYA Control
YODER, TERI, DIANEICPAA

Registrations

Federal

IA
May 1, 2025 REGISTERED

Notice Filings (8)

CA FL IN LA NC OH PA TX

Address

1020 CLEVELAND AVENUE
ASHLAND, OH 44805
United States
Phone: 419-289-7007