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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WHITCOMB & HESS, INC.

CRD 121064

ASHLAND, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:944c05ea-131f-a273-d470-32163f002b8a

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 7
On other graphs: 0
Observed: Mar 6, 2012 to Feb 25, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $491MItem 5.F on the latest filing (2026-02-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $433M
Private client RAUM: $445MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $61.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 31
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,800
Individual clients: 1,231
High net worth clients: 106
Custody, client assets: $481M
SEC number: 801-78798
CIK: 1813577
CRD: 121064
Filings on the tape: 38
First filed: Mar 6, 2012
Latest filed: Feb 25, 2026
Organised: Corporation, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
AARON LEE BATES	Certified Financial Planner	ASHLAND, OH	22	22	n/a	no
TRACY L WELLS	n/a	ASHLAND, OH	14	26	n/a	no
CHRISTOPHER RYAN NADLER	Certified Financial Planner	ASHLAND, OH	9	15	2	no
Tammy Lynn Higgins	n/a	ASHLAND, OH	9	11	n/a	no
RYAN TIMOTHY GILMER	Chartered Financial Analyst	ASHLAND, OH	6	20	2	no
Matthew Tracey Lefelhoc	Certified Financial Planner	ASHLAND, OH	5	16	n/a	no
Jacob Frederick Jones	n/a	ASHLAND, OH	1	11	n/a	no
Antonio Rhodes	n/a	ASHLAND, OH	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BATES, AARON, LEE	Secretary	B	yes	08/2011	Mar 6, 2012	Feb 29, 2024
GILMER, RYAN, TIMOTHY	CCO AND CHIEF INVESTMENT OFFICER	B	yes	11/2019	Nov 11, 2019	Feb 29, 2024
HESS, JAMES, HOWARD	President	C	yes	02/1983	Mar 6, 2012	Feb 29, 2024
HINKLE, NEIL	VICE PRESIDENT	B	yes	01/2019	Mar 19, 2019	Feb 29, 2024
KEY, ERIC, MILLER	Treasurer	B	yes	01/2010	Mar 6, 2012	Feb 29, 2024
YODER, TERI, DIANE	Cpa	B	yes	01/2022	Mar 4, 2022	Feb 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 25, 2026	$491M	$433M	31	8	0	n/a	n/a
2024	Feb 27, 2025	$381M	$341M	27	7	0	n/a	n/a
2023	Feb 29, 2024	$344M	$303M	28	8	0	n/a	n/a
2022	Feb 27, 2023	$297M	$264M	29	8	0	n/a	n/a
2021	Mar 4, 2022	$283M	$250M	27	8	0	n/a	n/a
2020	Jan 28, 2021	$227M	$180M	25	7	0	n/a	n/a
2019	Mar 12, 2020	$180M	$147M	25	8	0	n/a	n/a
2018	Mar 19, 2019	$157M	$109M	25	6	0	n/a	n/a
2017	Mar 16, 2018	$156M	$113M	25	7	0	n/a	n/a
2016	Mar 12, 2017	$132M	$95.5M	25	5	n/a	n/a	n/a
2015	Feb 10, 2016	$111M	$78.1M	25	5	n/a	n/a	n/a
2014	Jan 22, 2015	$118M	$83.6M	25	6	n/a	n/a	n/a
2013	Jan 28, 2014	$112M	$80.1M	22	6	n/a	n/a	n/a
2011	May 2, 2012	$80.7M	$64.8M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$491M	$381M	28.6%	$297M	18.2%	31	27	0	0

Relationships

Registered with (12)

← Antonio RhodesAdvisorregistration: current employment
Jul 23, 2025 to presentfactForm ADV
← Jacob Frederick JonesAdvisorregistration: current employment
Apr 17, 2025 to presentfactForm ADV
← Matthew Tracey LefelhocAdvisorregistration: current employment
May 17, 2021 to presentfactForm ADV
← RYAN TIMOTHY GILMERAdvisorregistration: previous registration
Sep 19, 2006 to Sep 16, 2016factForm ADV
← Tammy Lynn HigginsAdvisorregistration: current employment
Dec 15, 2016 to presentfactForm ADV
← CHRISTOPHER RYAN NADLERAdvisorregistration: current employment
Oct 10, 2016 to presentfactForm ADV
← TRACY L WELLSAdvisorregistration: current employment
Jan 11, 2012 to presentfactForm ADV
← AARON LEE BATESAdvisorregistration: current employment
Mar 18, 2004 to presentfactForm ADV
← TIMOTHY P HILTERMANAdvisorregistration: previous registration
Aug 18, 2017 to Dec 9, 2024factForm ADV
← CHRISTOPHER WAYNE BEVINGTONAdvisorregistration: previous registration
Aug 23, 2013 to Sep 4, 2018factForm ADV
← JACOB SCOTT BUCKWALTERAdvisorregistration: previous registration
Aug 31, 2017 to Mar 5, 2018factForm ADV
← TIMOTHY JAMES ROWSEYAdvisorregistration: previous registration
Jul 26, 2000 to Aug 11, 2011factForm ADV

Controls (6)

← HESS, JAMES, HOWARDOwnerPRESIDENT, ownership code C, individual
Mar 6, 2012 to Feb 29, 2024factForm ADV
← BATES, AARON, LEEOwnerSECRETARY, ownership code B, individual
Mar 6, 2012 to Feb 29, 2024factForm ADV
← GILMER, RYAN, TIMOTHYOwnerCCO AND CHIEF INVESTMENT OFFICER, ownership code B, individual
Nov 11, 2019 to Feb 29, 2024factForm ADV
← KEY, ERIC, MILLEROwnerTREASURER, ownership code B, individual
Mar 6, 2012 to Feb 29, 2024factForm ADV
← HINKLE, NEILOwnerVICE PRESIDENT, ownership code B, individual
Mar 19, 2019 to Feb 29, 2024factForm ADV
← YODER, TERI, DIANEOwnerCPA, ownership code B, individual
Mar 4, 2022 to Feb 29, 2024factForm ADV

Dated events

Occurred
Feb 25, 2026
Regulatory AUM changed
Whitcomb & Hess, Inc. reported RAUM $490.7M, up 29% from $381.4M (2025-05-01 to 2026-02-25)
Form ADVobserved 6 days ago
$109M
Occurred
Dec 9, 2024
Advisor changed firm
Timothy P Hilterman left Whitcomb & Hess, Inc. for Whitaker-Myers Wealth Managers, Ltd. (registered 2024-12-16)
Form ADVobserved 6 days ago
Occurred
Feb 15, 2023
Control person left
Lee Tami Reynolds (Vice President) no longer on Schedule A of Whitcomb & Hess, Inc. (listed 2022-03-04, absent 2023-02-15)
Form ADVobserved 6 days ago
Occurred
Mar 12, 2020
Control person left
Stephen William Harvey (Vice President) no longer on Schedule A of Whitcomb & Hess, Inc. (listed 2019-11-11, absent 2020-03-12)
Form ADVobserved 6 days ago
Occurred
Nov 11, 2019
Control person joined
Timothy Ryan Gilmer (Chief Investment Officer) appeared on Schedule A of Whitcomb & Hess, Inc.
Form ADVobserved 6 days ago
Occurred
Mar 19, 2019
Control person joined
Neil Hinkle (Vice President) appeared on Schedule A of Whitcomb & Hess, Inc.
Form ADVobserved 6 days ago
Occurred
Nov 5, 2013
First Form ADV filing
Whitcomb & Hess, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:944c05ea-131f-a273-d470-32163f002b8a
First observed: Mar 6, 2012
Last observed: Feb 25, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WHITCOMB & HESS, INC.

CRD 121064

ASHLAND, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:944c05ea-131f-a273-d470-32163f002b8a

Data as of Feb 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

AARON LEE BATES

Certified Financial Planner

ASHLAND, OH

n/a

TRACY L WELLS

n/a

ASHLAND, OH

n/a

CHRISTOPHER RYAN NADLER

Certified Financial Planner

ASHLAND, OH

Tammy Lynn Higgins

n/a

ASHLAND, OH

n/a

RYAN TIMOTHY GILMER

Chartered Financial Analyst

ASHLAND, OH

Matthew Tracey Lefelhoc

Certified Financial Planner

ASHLAND, OH

n/a

Jacob Frederick Jones

n/a

ASHLAND, OH

n/a

Antonio Rhodes

n/a

ASHLAND, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BATES, AARON, LEE

Secretary

yes

08/2011

Mar 6, 2012

Feb 29, 2024

GILMER, RYAN, TIMOTHY

CCO AND CHIEF INVESTMENT OFFICER

yes

11/2019

Nov 11, 2019

Feb 29, 2024

HESS, JAMES, HOWARD

President

yes

02/1983

Mar 6, 2012

Feb 29, 2024

HINKLE, NEIL

VICE PRESIDENT

yes

01/2019

Mar 19, 2019

Feb 29, 2024

KEY, ERIC, MILLER

Treasurer

yes

01/2010

Mar 6, 2012

Feb 29, 2024

YODER, TERI, DIANE

Cpa

yes

01/2022

Mar 4, 2022

Feb 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$491M

$433M

n/a

2024

Feb 27, 2025

$381M

$341M

n/a

2023

Feb 29, 2024

$344M

$303M

n/a

2022

Feb 27, 2023

$297M

$264M

n/a

2021

Mar 4, 2022

$283M

$250M

n/a

2020

Jan 28, 2021

$227M

$180M

n/a

2019

Mar 12, 2020

$180M

$147M

n/a

2018

Mar 19, 2019

$157M

$109M

n/a

2017

Mar 16, 2018

$156M

$113M

n/a

2016

Mar 12, 2017

$132M

$95.5M

n/a

2015

Feb 10, 2016

$111M

$78.1M

n/a

2014

Jan 22, 2015

$118M

$83.6M

n/a

2013

Jan 28, 2014

$112M

$80.1M

n/a

2011

May 2, 2012

$80.7M

$64.8M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$491M

$381M

28.6%

$297M

18.2%