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)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GILMER, RYAN, TIMOTHY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GILMER, RYAN, TIMOTHY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| GILMER, RYAN, TIMOTHY | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HESS, JAMES, HOWARD | I | MANAGING MEMBER / TRUSTEE | NA | Control |
| BATES, AARON, LEE | I | PRESIDENT | C | Control |
| BATES, AARON, LEE | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| HESS, JAMES, HOWARD | I | PRESIDENT | C | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT, SECRETARY, AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT, SECRETARY, AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT, SECRETARY, AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT, SECRETARY, AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | SECRETARY, AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | SECRETARY, AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | SECRETARY AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | SECRETARY AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | SECRETARY AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | SECRETARY AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | SECRETARY AND CHIEF COMPLIANCE OFFICER | B | Control |
| BATES, AARON, LEE | I | SECRETARY | B | Control |
| BATES, AARON, LEE | I | SECRETARY | B | Control |
| BATES, AARON, LEE | I | SECRETARY | B | Control |
| BATES, AARON, LEE | I | SECRETARY | B | Control |
| BATES, AARON, LEE | I | SECRETARY | B | Control |
| BATES, AARON, LEE | I | SECRETARY | B | Control |
| GILMER, RYAN, TIMOTHY | I | CCO AND CHIEF INVESTMENT OFFICER | B | Control |
| GILMER, RYAN, TIMOTHY | I | CCO AND CHIEF INVESTMENT OFFICER | B | Control |
| GILMER, RYAN, TIMOTHY | I | CCO AND CHIEF INVESTMENT OFFICER | B | Control |
| GILMER, RYAN, TIMOTHY | I | CCO AND CHIEF INVESTMENT OFFICER | B | Control |
| GILMER, RYAN, TIMOTHY | I | CCO AND CHIEF INVESTMENT OFFICER | B | Control |
| GILMER, RYAN, TIMOTHY | I | CCO AND CHIEF INVESTMENT OFFICER | B | Control |
| GILMER, RYAN, TIMOTHY | I | CCO AND CHIEF INVESTMENT OFFICER | B | Control |
| GILMER, RYAN, TIMOTHY | I | CCO AND CHIEF INVESTMENT OFFICER | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | SECRETARY | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | SECRETARY | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | SECRETARY | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | SECRETARY | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | SECRETARY | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | SECRETARY | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HARVEY, WILLIAM, STEPHEN | I | VICE PRESIDENT | B | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | B | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | B | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | B | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | B | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | B | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | B | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | B | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | B | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | B | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | B | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | B | Control |
| KEY, ERIC, MILLER | I | TREASURER | B | Control |
| KEY, ERIC, MILLER | I | TREASURER | B | Control |
| KEY, ERIC, MILLER | I | TREASURER | B | Control |
| KEY, ERIC, MILLER | I | TREASURER | B | Control |
| KEY, ERIC, MILLER | I | TREASURER | B | Control |
| KEY, ERIC, MILLER | I | TREASURER | B | Control |
| KEY, ERIC, MILLER | I | TREASURER | B | Control |
| KEY, ERIC, MILLER | I | TREASURER | B | Control |
| KEY, ERIC, MILLER | I | TREASURER | B | Control |
| KEY, ERIC, MILLER | I | TREASURER | B | Control |
| KEY, ERIC, MILLER | I | TREASURER | B | Control |
| KEY, ERIC, MILLER | I | TREASURER | B | Control |
| KEY, ERIC, MILLER | I | TREASURER | B | Control |
| KRAMER, ROGER, JOHN | I | TREASURER | B | Control |
| KRAMER, ROGER, JOHN | I | TREASURER | B | Control |
| KRAMER, ROGER, JOHN | I | TREASURER | B | Control |
| KRAMER, ROGER, JOHN | I | TREASURER | B | Control |
| KRAMER, ROGER, JOHN | I | TREASURER | B | Control |
| KRAMER, ROGER, JOHN | I | TREASURER | B | Control |
| KRAMER, ROGER, JOHN | I | TREASURER | B | Control |
| KRAMER, ROGER, JOHN | I | TREASURER | B | Control |
| KRAMER, ROGER, JOHN | I | TREASURER | B | Control |
| KRAMER, ROGER, JOHN | I | TREASURER | B | Control |
| KRAMER, ROGER, JOHN | I | TREASURER | B | Control |
| KRAMER, ROGER, JOHN | I | TREASURER | B | Control |
| KRAMER, ROGER, JOHN | I | TREASURER | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| REYNOLDS, TAMI, LEE | I | VICE PRESIDENT | B | Control |
| ROWSEY, TIMOTHY, JAMES | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROWSEY, TIMOTHY, JAMES | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROWSEY, TIMOTHY, JAMES | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROWSEY, TIMOTHY, JAMES | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROWSEY, TIMOTHY, JAMES | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ROWSEY, TIMOTHY, JAMES | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| YODER, TERI, DIANE | I | CPA | B | |
| YODER, TERI, DIANE | I | CPA | B | |
| YODER, TERI, DIANE | I | CPA | B | |
| YODER, TERI, DIANE | I | CPA | B | |
| YODER, TERI, DIANE | I | CPA | B | |
| YODER, TERI, DIANE | I | CPA | B | Control |
| YODER, TERI, DIANE | I | CPA | B | Control |
| YODER, TERI, DIANE | I | CPA | B | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| BATES, AARON, LEE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | Control |
| CARPENTER, BEAU, JOSEPH | I | CPA | A | Control |
| CARPENTER, BEAU, JOSEPH | I | CPA | A | Control |
| GILMER, RYAN, TIMOTHY | I | CHIEF INVESTMENT OFFICER | A | Control |
| GILMER, RYAN, TIMOTHY | I | CHIEF INVESTMENT OFFICER | A | Control |
| GILMER, RYAN, TIMOTHY | I | CHIEF INVESTMENT OFFICER | A | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | A | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | A | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | A | Control |
| HINKLE, NEIL | I | VICE PRESIDENT | A | Control |
| KEY, ERIC, MILLER | I | VICE PRESIDENT | A | Control |
| KEY, ERIC, MILLER | I | VICE PRESIDENT | A | Control |
| KEY, ERIC, MILLER | I | VICE PRESIDENT | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | VICE PRESIDENT | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | VICE PRESIDENT | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | VICE PRESIDENT | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | VICE PRESIDENT | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| KEY, ERIC, MILLER | I | TREASURER | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| TANNER, KIM, ELAINE | I | SECRETARY | A | Control |
| YODER, TERI, DIANE | I | CPA | A |
Registrations
Federal
IA
May 1, 2025 REGISTERED
Notice Filings (8)
CA FL IN LA NC OH PA TX
Address
1020 CLEVELAND AVENUEASHLAND, OH 44805
United States
Phone: 419-289-7007