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| Keyboard |
| Whitcomb & Hess Inc
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|---|---|
| CRD # | 121064 |
| SEC # | 801-78798 |
| CIK # | 0001813577 |
| AUM | 490.7 M (2026-02-25) |
| Employees | 31 (26% Investors, 0% Brokers) |
| Phone | 419-289-7007 |
| Address | 1020 Cleveland Avenue Ashland, OH 44805 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Liquidia Corp | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,231 | 196.3 |
| (b) Individuals (high net worth individuals) | 106 | 249.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 35.8 |
| (h) Charitable organizations | 12 | 8.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,800 | 490.7 |
| By Discretionary | ||
| Discretionary | 2,530 | 433.5 |
| Non-Discretionary | 270 | 57.2 |
| Total | 2,800 | 490.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 490.7 | |
| Total | 2,800 | 490.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001813577] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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