WAYCROSS INVESTMENT MANAGEMENT CO

RIASEC RegisteredEst. 2020
Total AUM
$252M
Discretionary
$252M
100% of AUM
Avg account
$1.6M
Accounts
161
Employees
5
Advisory reps
4

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

FINTRX

Overview

Waycross Investment Management Co is an independent, SEC-registered RIA that began registration in 2020 and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships, but its advisory activity centers on financial planning and portfolio management for individuals and small businesses. Compensation combines an asset-based fee schedule with the option for hourly billing. Waycross does not present itself as a multi-state adviser, is not positioned as a capital allocator, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 77%, Exchange Traded Equities 17%, US Government Bonds 5%, Cash & Cash Equivalents 1%77%
  • Public Funds/Mutual Funds77%
  • Exchange Traded Equities17%
  • US Government Bonds5%
  • Cash & Cash Equivalents1%

Contacts

3 of 4

  • MICHAEL RYAN

    PresidentCRD 2176997

  • Lino Marioni

    AdvisorCRD 8094423

  • LUTHER HODGES

    PrincipalCRD 6032162

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$101M in ETFs

Passive

89%

$89.6M

Active

11%

$11.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK)BlackRockPassiveTarget Maturity$10.3M521,10010.16%
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Location

Primary office

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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