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Matthew Lefelhoc

Investment adviser representative at Whitcomb & Hess in Ashland, OH

Investment adviser registrationUpdated

Matthew Lefelhoc is an investment adviser representative at Whitcomb & Hess, Inc., an investment adviser managing $491M, and works from its Ashland, OH office. Matthew Lefelhoc has been registered through Whitcomb & Hess since 17 May 2021, has 5 years in the industry across 1 firm and has passed the Series 65.

5
Years in industry
5
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Matthew Lefelhoc has been an investment adviser representative at Whitcomb & Hess since May 2021, and is not listed among the firm’s executive officers or direct owners.

Whitcomb & Hess, Inc. is an Ashland, OH firm with $491M under management, 1,368 clients and 8 advisers in one office, as of its February 2026 filing.

  1. Whitcomb & Hess, Inc.Current
    – present · 5 years
    Ashland, OH · Adviser representative · Firm CRD 121064

Credentials and registrations

Investment adviser representative registrations

Matthew Lefelhoc is registered as an investment adviser representative in Ohio, since May 2021.

  • OhioSince 17 May 2021

Examinations

Series 6519 April 2021
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Matthew Tracey Lefelhoc
CRD
7371067
Firm
Whitcomb & Hess · CRD 121064
Office
1020 CLEVELAND AVENUE, Ashland, OH 44805
Registration
Investment adviser registration
In the industry since
May 2021
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Matthew Lefelhoc work?

Matthew Lefelhoc is an investment adviser representative registered through Whitcomb & Hess, Inc. since May 2021, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Matthew Lefelhoc a financial advisor?

Yes. Matthew Lefelhoc has a current investment-adviser registration in Ohio, through Whitcomb & Hess since May 2021.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Matthew Lefelhoc have?

Matthew Lefelhoc has 5 years in the financial industry, since May 2021, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

What exams has Matthew Lefelhoc passed?

Matthew Lefelhoc passed the Series 65 in April 2021.

Source: IAPD individual record, checked 23 October 2026

Where is Matthew Lefelhoc based?

Matthew Lefelhoc’s registered office is in Ashland, OH.

Source: IAPD individual record, checked 23 October 2026

Is Matthew Lefelhoc registered with FINRA?

No. Matthew Lefelhoc has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

How can I verify Matthew Lefelhoc’s record?

Search CRD 7371067 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Lefelhoc’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Whitcomb & Hess

Sources

  1. IAPD individual record, CRD 7371067, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Whitcomb & Hess, Inc., filed 25 February 2026. Executive officers and direct owners; this person is not among them.
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