WAYCROSS PARTNERS, LLC

CRD 153838File 801-81041

APPROVED

Retail clients

Filing as of Jun 2, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.18B

Above cohort median (national)

Discretionary AUM

$1.18B

Clients

51 accounts

Employees

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
Website: HTTP://WWW.WAYCROSSPARTNERS.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	12	13	increased by1
Apr 1, 2026	Custody	Yes	No
Apr 1, 2026	Clients	48	50	increased by2
Apr 1, 2026	AUM	$865,502,469	$1,182,922,452	increased by$317,419,983
Apr 1, 2026	Accounts	48	51	increased by3
May 1, 2025 vs Oct 1, 2022	Employees	13	12	decreased by1
May 1, 2025 vs Oct 1, 2022	Clients	18	48	increased by30
May 1, 2025 vs Oct 1, 2022	AUM	$190,195,237	$865,502,469	increased by$675,307,232
May 1, 2025 vs Oct 1, 2022	Accounts	23	48	increased by25
Apr 1, 2022	Employees	11	13	increased by2
Apr 1, 2022	Clients	21	18	decreased by3
Apr 1, 2022	AUM	$150,444,246	$190,195,237	increased by$39,750,991
Apr 1, 2022	Accounts	22	23	increased by1
May 1, 2021	Clients	15	21	increased by6
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “WAYCROSS PARTNERS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WAYCROSS PARTNERS” may also match similarly-named firms). Confirm identity against each filing.

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.