Overview
Assets Under Management: $381 million
Headquarters: ASHLAND, OH
High-Net-Worth Clients: 76
Average Client Assets: $2 million
Frequently Asked Questions
WHITCOMB & HESS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121064), WHITCOMB & HESS, INC. is subject to fiduciary duty under federal law.
WHITCOMB & HESS, INC. is headquartered in ASHLAND, OH.
WHITCOMB & HESS, INC. serves 76 high-net-worth clients according to their SEC filing dated May 01, 2025. View client details ↓
According to their SEC Form ADV, WHITCOMB & HESS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
WHITCOMB & HESS, INC. manages $381 million in client assets according to their SEC filing dated May 01, 2025.
According to their SEC Form ADV, WHITCOMB & HESS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,629
Discretionary Accounts: 2,511
Non-Discretionary Accounts: 118
Regulatory Filings
CRD Number: 121064
Filing ID: 1986577
Last Filing Date: 2025-05-01 09:53:00
Website: https://whitcomb.com