Whitcomb & Hess, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ashland, OH. Its latest Form ADV filing, dated February 25, 2026, reports $491M in regulatory assets under management, 31 employees, and 2,800 accounts.
Top client segmentIndividuals represent 90.0% of total clients.
Top client categories% of clientsClients
1
Individuals
90.0%
1,231
2
HNWI
7.7%
106
3
Pension Plans
1.0%
14
4
Charitable
0.9%
12
5
Corporations
0.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$491Mas of February 25, 2026
Discretionary88.3%
$433M
88% of total RAUM88.3%
Non-discretionary11.7%
$57M
12% of total RAUM11.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$491M
Total Accounts2,800
10Y AUM Change+$358M (+270.5%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee44:1
10Y Employee Change+6 (+24.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.