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, corporation-structured registered investment adviser that has been registered with the SEC since 2020. The firm serves both individual and family clients and institutional accounts, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Ownership is held by an individual and the adviser does not operate as a capital allocator. Its fee model combines a percentage-of-assets under management approach with the option for hourly charges. Waycross does not identify as an active ESG investor and is not classified as a multistate adviser; its practice emphasizes traditional advisory services rather than pension consulting or third-party adviser relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 4
David Schneider
Advisor, AnalystCRD 6308645
Luther Hodges
PrincipalCRD 6032162
Michael Ryan
PresidentCRD 2176997
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$110M in ETFs
96%
$105M
4%
$4.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK) | BlackRock | Passive | Target Maturity | $10.4M | 549,582 | 9.46% |
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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