| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Lee Bates Control | President | 25-50% | 2025 |
| Beau Joseph Carpenter Control | Cpa | 5-10% | 2025 |
| Eric Miller Key Control | Treasurer | 10-25% | 2010 |
Whitcomb & Hess, Inc. reports $381.4 million in regulatory assets under management on its Form ADV.
Whitcomb & Hess, Inc. reports 27 employees.
Whitcomb & Hess, Inc. is based in Ashland, OH and has been SEC-registered since 2013.
Whitcomb & Hess, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1020 Cleveland Avenue, Ashland, OH 44805 |
| Phone | 419-289-7007 |
| Fax | 419-281-7432 |
| Office hours | 8:00-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1813577 |
| Discloses disciplinary history | No |
| Discretionary | $340.7M |
| Non-discretionary | $40.7M |
| Total (RAUM) | $381.4M |