WHITCOMB & HESS, INC.

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Whitcomb & Hess is based out of Ashland. Whitcomb & Hess is a large advisory firm with 1059 clients and discretionary assets under management (AUM) of $180,007,612 (Form ADV from 2021-07-01). Their last reported 13F filing for Q2 2021 included $231,928,000 in managed 13F securities and a top 10 holdings concentration of 83.3%. Whitcomb & Hess's largest holding is Vanguard Mortgage-Backed Securities ETF with shares held of 792,399. Whalewisdom has at least 1 13F filings

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06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 2.32%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

WHITCOMB & HESS, INC.
1020 CLEVELAND AVENUE
ASHLAND OH    44805
Country: United States

Business Phone: 419-289-7007
Fax: 419-281-7432
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 25
Other Business Activities: insurance broker or agent,accountant or accounting firm
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 209,753,000
Total Number of Clients: 1059
Amount of client funds and securities by related persons: 5,035,330
Total Number of clients from related persons: 6
Disclosures:
Data above was derived from SEC filings.

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WHITCOMB & HESS, INC.

ownership team - last updated 2021-01-28
Name Title Start Date Direct/Indirect % Ownership
HESS, JAMES, HOWARD PRESIDENT 02/01/1983 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. PRESIDENT direct 1983-02-01
BATES, AARON, LEE SECRETARY AND CHIEF COMPLIANCE OFFICER 08/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2011-08-01
REYNOLDS, TAMI, LEE VICE PRESIDENT 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2010-01-01
KEY, ERIC, MILLER TREASURER 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2010-01-01
WHITCOMB & HESS, INC. TREASURER direct 2010-01-01
HINKLE, NEIL VICE PRESIDENT 01/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2019-01-01
GILMER, RYAN, TIMOTHY CHIEF INVESTMENT OFFICER 11/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. CHIEF INVESTMENT OFFICER direct 2019-11-01
HESS, JAMES, HOWARD PRESIDENT 02/01/1983 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. PRESIDENT direct 1983-02-01
BATES, AARON, LEE SECRETARY AND CHIEF COMPLIANCE OFFICER 08/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2011-08-01
REYNOLDS, TAMI, LEE VICE PRESIDENT 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2010-01-01
KEY, ERIC, MILLER TREASURER 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2010-01-01
WHITCOMB & HESS, INC. TREASURER direct 2010-01-01
HINKLE, NEIL VICE PRESIDENT 01/01/2019 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2019-01-01
GILMER, RYAN, TIMOTHY CHIEF INVESTMENT OFFICER 11/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. CHIEF INVESTMENT OFFICER direct 2019-11-01

WHITCOMB & HESS, INC.

ownership team - last updated 2020-06-30
Name Title Start Date Direct/Indirect % Ownership
HESS, JAMES, HOWARD PRESIDENT 02/01/1983 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. PRESIDENT direct 1983-02-01
BATES, AARON, LEE SECRETARY AND CHIEF COMPLIANCE OFFICER 08/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2011-08-01
REYNOLDS, TAMI, LEE VICE PRESIDENT 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2010-01-01
KEY, ERIC, MILLER TREASURER 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2010-01-01
WHITCOMB & HESS, INC. TREASURER direct 2010-01-01
HINKLE, NEIL VICE PRESIDENT 01/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2019-01-01
GILMER, RYAN, TIMOTHY CHIEF INVESTMENT OFFICER 11/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. CHIEF INVESTMENT OFFICER direct 2019-11-01

WHITCOMB & HESS, INC.

ownership team - last updated 2020-03-12
Name Title Start Date Direct/Indirect % Ownership

WHITCOMB & HESS, INC.

ownership team - last updated 2019-11-11
Name Title Start Date Direct/Indirect % Ownership
HESS, JAMES, HOWARD PRESIDENT 02/01/1983 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. PRESIDENT direct 1983-02-01
HARVEY, WILLIAM, STEPHEN VICE PRESIDENT 08/01/1986 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 1986-08-01
WHITCOMB & HESS, INC. SECRETARY direct 1986-08-01
BATES, AARON, LEE SECRETARY, AND CHIEF COMPLIANCE OFFICER 08/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2011-08-01
REYNOLDS, TAMI, LEE VICE PRESIDENT 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2010-01-01
KEY, ERIC, MILLER TREASURER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2010-01-01
WHITCOMB & HESS, INC. TREASURER direct 2010-01-01
HINKLE, NEIL VICE PRESIDENT 01/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2019-01-01
GILMER, RYAN, TIMOTHY CHIEF INVESTMENT OFFICER 11/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. CHIEF INVESTMENT OFFICER direct 2019-11-01

WHITCOMB & HESS, INC.

ownership team - last updated 2019-03-19
Name Title Start Date Direct/Indirect % Ownership
HESS, JAMES, HOWARD PRESIDENT 02/01/1983 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. PRESIDENT direct 1983-02-01
HARVEY, WILLIAM, STEPHEN VICE PRESIDENT 08/01/1986 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 1986-08-01
WHITCOMB & HESS, INC. SECRETARY direct 1986-08-01
BATES, AARON, LEE SECRETARY, AND CHIEF COMPLIANCE OFFICER 08/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2011-08-01
REYNOLDS, TAMI, LEE VICE PRESIDENT 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2010-01-01
KEY, ERIC, MILLER TREASURER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2010-01-01
WHITCOMB & HESS, INC. TREASURER direct 2010-01-01
HINKLE, NEIL VICE PRESIDENT 01/01/2019 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2019-01-01

WHITCOMB & HESS, INC.

ownership team - last updated 2018-06-12
Name Title Start Date Direct/Indirect % Ownership
HESS, JAMES, HOWARD PRESIDENT 02/01/1983 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. PRESIDENT direct 1983-02-01
HARVEY, WILLIAM, STEPHEN VICE PRESIDENT 08/01/1986 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 1986-08-01
WHITCOMB & HESS, INC. SECRETARY direct 1986-08-01
BATES, AARON, LEE VICE PRESIDENT, SECRETARY, AND CHIEF COMPLIANCE OFFICER 08/01/2011 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2011-08-01
REYNOLDS, TAMI, LEE VICE PRESIDENT 01/01/2010 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2010-01-01
KEY, ERIC, MILLER TREASURER 01/01/2010 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
WHITCOMB & HESS, INC. VICE PRESIDENT direct 2010-01-01
WHITCOMB & HESS, INC. TREASURER direct 2010-01-01

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