WHITCOMB & HESS, INC.

CRD 121064File 801-78798

APPROVED

Retail clients

Custody

Filing as of Feb 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$490.7M

Above cohort median (national)

Discretionary AUM

$433.5M

Non-discretionary $57.2M

Clients

1,368

2,800 accounts

Employees

Above cohort median in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Nov 8, 2013
Principal office: 1020 CLEVELAND AVENUE, ASHLAND, OH, 44805
Phone: 419-289-7007
Website: HTTPS://WWW.INSTAGRAM.COM/WHITCOMB.HESS/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $490.7M
Discretionary AUM: $433.5M
Non-discretionary AUM: $57.2M
Discretionary accounts: 2,530
Non-discretionary accounts: 270
Total accounts: 2,800
AUM per client: $359K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$1.3M
Charitable organizations	12	$8.2M
High net worth individuals	106	$249.1M
Pension and profit sharing plans	14	$35.8M
Individuals (other than high net worth individuals)	1,231	$196.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.