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WAYCROSS PARTNERS, LLC
CRD 153838File 801-81041
APPROVED
Retail clients
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.18B
Above cohort median (national)
Discretionary AUM
$1.18B
Clients
50
51 accounts
Employees
13
Top 25% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 3, 2015
- Principal office
- 4965 U.S. HIGHWAY 42, SUITE 2900, LOUISVILLE, KY, 40222
- Phone
- 502-410-1900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.18B
- Discretionary AUM
- $1.18B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 51
- Non-discretionary accounts
- 0
- Total accounts
- 51
- AUM per client
- $23.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $3.9M |
| Investment companies | 2 | $251.5M |
| High net worth individuals | 12 | $30.3M |
| Pension and profit sharing plans | 13 | $119.5M |
| State or municipal government entities | 20 | $777.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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.