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WAYCROSS INVESTMENT MANAGEMENT CO
Legal name: WAYCROSS INVESTMENT MANAGEMENT COMPANY
CRD 105034File 801-120007
APPROVED
Retail clients
Custody
Filing as of Mar 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$252.4M
Below cohort median (national)
Discretionary AUM
$252.4M
Clients
160
161 accounts
Employees
5
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 18, 2020
- Principal office
- 119 N COMMERCIAL ST, STE 191, BELLINGHAM, WA, 98225
- Phone
- 360-671-0148
- Website
- HTTP://WWW.WAYCROSS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $252.4M
- Discretionary AUM
- $252.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 161
- Non-discretionary accounts
- 0
- Total accounts
- 161
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 14 | $73.4M |
| High net worth individuals | 50 | $144.5M |
| Individuals (other than high net worth individuals) | 96 | $34.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.