Waycross Investment Management Company
● SEC registered since 2020CRD 105034SEC# 801-120007Bellingham, WA
Reg. AUM
$252.4M
Employees
5
Accounts
161
Location
Bellingham, WA
Waycross Investment Management Company assets under management
Waycross Investment Management Company operates as an SEC-registered investment adviser based in Bellingham, WA. The firm has been registered since 2020. It reports $252.4 million in regulatory assets under management and employs 5 people.
Waycross Investment Management Company owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Geoffrey Schneider Control | Vice President | 50-75% | 2018 |
| Luther Hartwell Hodges Control | President & Chief Compliance Officer | 50-75% | 2017 |
Frequently asked questions
How much does Waycross Investment Management Company manage?
Waycross Investment Management Company reports $252.4 million in regulatory assets under management on its Form ADV.
How many employees does Waycross Investment Management Company have?
Waycross Investment Management Company reports 5 employees.
Where is Waycross Investment Management Company located?
Waycross Investment Management Company is based in Bellingham, WA and has been SEC-registered since 2020.
Does Waycross Investment Management Company disclose fund performance?
Waycross Investment Management Company is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 119 N Commercial St, Ste 191, Bellingham, WA 98225 |
| Phone | 360-671-0148 |
| Fax | 360-671-8936 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$252.4M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$252.4Mregulatory AUM
Discretionary $252.4M