Waycross Investment Management Co
Firm details
- Headquarters
- Bellingham, Washington
- CRD number
- 105034
- Registered since
- December 18, 2020
- Website
- waycross.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI57.24%
- Charitable Organizations29.08%
- Individuals13.68%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Waycross Investment Management Co is an independent, SEC-registered investment adviser that began operating in 2020 and is owned by an individual. The firm serves individuals, families and institutional clients, with primary advisory services that include financial planning and portfolio management for individuals and small businesses. Its billing model combines a percentage-of-AUM fee with hourly charges. Waycross does not identify as an active ESG investor, is not a capital allocator, and does not operate as a multi-state adviser or pension consultant.
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 Funds77%
- Exchange Traded Equities17%
- US Government Bonds5%
- Cash & Cash Equivalents1%
Contacts
3 of 4Michael Ryan
PresidentCRD 2176997
Lino Marioni
AdvisorCRD 8094423
Luther Hodges
PrincipalCRD 6032162
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$123M in ETFs
90%
$111M
10%
$12.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK) | BlackRock | Passive | Target Maturity | $10.4M | 531,033 | 8.42% |
Location
Bellingham, WA
Whatcom
Location
Bellingham, WA
Headquartered in Bellingham, WA, in the West of the United States.
- Region
- West
- County
- Whatcom
- Address
- 119 N Commercial St
- Time zone
- PT (UTC-8)
- Office locations
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