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WHITCOMB & HESS, INC.

ASHLAND, OH · CRD 121064 · IAPD ↗ · 419-289-7007

$490.7MRegulatory AUM
8Advisory reps
31Employees
0Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
March 2026 — WHITCOMB & HESS, INC. reported RAUM up 29% ($381.4M -> $490.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
March 2026 — WHITCOMB & HESS, INC. reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
March 2024 — WHITCOMB & HESS, INC. notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.