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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-26-2000
- Office Locations
- 1
Office Locations
About Whitcomb & Hess, Inc.
Whitcomb & Hess, Inc. is an Ohio-based RIA serving individuals and business owners with integrated financial planning and investment management, including retirement, tax and estate planning and insurance planning. Portfolios emphasize asset allocation and risk management using public funds and ETFs, custodied with Charles Schwab. The firm publishes regular market-recap commentary that helps signal its current market views.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
AARON LEE BATES
Investment Advisor Representative, President
- CRD
- #4657614
- Ownership
- 25% but less than 50%
RYAN TIMOTHY GILMER
Chief Compliance Officer, Chief Investment Officer, Principal
- CRD
- #5168946
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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Tammy Lynn Higgins
Investment Advisor Representative
- CRD
- #6708077
Jacob Frederick Jones
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- CRD
- #8072906
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $433,488,072 | $171,339 |
| Non-Discretionary | $57,211,818 | $211,896 |
| Total | $490,699,890 | $175,250 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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