Whitcomb & Hess, Inc.
Firm details
- Headquarters
- Ashland, Ohio
- CRD number
- 121064
- Registered since
- November 8, 2013
- Website
- www.whitcomb.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI50.77%
- Individuals40%
- Pension & Profit Sharing Plans7.29%
- Charitable Organizations1.68%
- Corporations / Businesses0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Whitcomb & Hess, Inc. is an independent, SEC-registered corporate RIA that has been active since 2013 and is owned by an individual. The firm serves both individual and family clients and institutional accounts, delivering financial planning and discretionary portfolio management alongside offerings for small businesses and institutional investors. Its service mix includes publication of periodic newsletters and educational seminars or workshops, in addition to portfolio and pension-related advisory work. Fee arrangements are a mix of percentage-of-AUM and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
Owners & executives
1 of 1
Ryan Gilmer
Principal and Chief Investment OfficerCRD 5168946
Contacts
3 of 11Beau Carpenter
PrincipalCRD 8040964
Neil Hinkle
PrincipalCRD 7080553
Antonio Rhodes
Investment Advisor RepresentativeCRD 8097347
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$627M in ETFs
95%
$594M
5%
$33.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $60.3M | 991,666 | 9.61% |
Location
Ashland, OH
Ashland
Location
Ashland, OH
Headquartered in Ashland, OH, anchoring the Mansfield-Ashland-Bucyrus, OH metro in the Midwest.
- Metro area
- Mansfield-Ashland-Bucyrus, OH
- Region
- Midwest
- County
- Ashland
- Address
- 1020 Cleveland Ave
- Time zone
- ET (UTC-5)
- Office locations
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