# WHITCOMB & HESS, INC.

WHITCOMB & HESS, INC. of ASHLAND, OH is an SEC-registered investment adviser.

## Registration

- CRD: 121064
- Type: SEC-registered investment adviser
- SEC file number: 801-78798
- Location: 1020 CLEVELAND AVENUE, ASHLAND, OH, 44805
- Phone: 419-289-7007
- Latest filing: 2026-02-25
- Regulatory AUM: $490.7M
- Discretionary AUM: $433.5M
- Non-discretionary AUM: $57.2M
- Clients: 31
- Accounts: 2,800

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| Aaron Lee Bates | PRESIDENT | — |
| Eric Miller Key | TREASURER | — |
| Neil Hinkle | VICE PRESIDENT | — |
| Ryan Timothy Gilmer | CCO AND CHIEF INVESTMENT OFFICER | — |
| Teri Diane Yoder | CPA | — |
| Beau Joseph Carpenter | CPA | — |
| James Howard Hess | MANAGING MEMBER / TRUSTEE | — |
| HESS JAMES HOWARD | PRESIDENT | — |
| HARVEY WILLIAM STEPHEN | SECRETARY; VICE PRESIDENT | — |
| KRAMER ROGER JOHN | TREASURER | — |
| ROWSEY TIMOTHY JAMES | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| BATES AARON LEE | SECRETARY; SECRETARY AND CHIEF COMPLIANCE OFFICER; SECRETARY, AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| REYNOLDS TAMI LEE | VICE PRESIDENT | — |
| KEY ERIC MILLER | TREASURER; VICE PRESIDENT | — |
| TANNER KIM ELAINE | SECRETARY | — |
| HINKLE NEIL | VICE PRESIDENT | — |
| GILMER RYAN TIMOTHY | CCO AND CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER | — |
| YODER TERI DIANE | CPA | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121064/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121064/similar
- Related entities: https://search.stillhousedata.com/firm/121064/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121064

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.