Waycross Partners, LLC

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$23.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Louisville, Kentucky
CRD number: 153838
Registered since: March 3, 2015
Website: waycrosspartners.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees
Client types: State / Municipal Government65.75%
Investment Companies21.26%
Pension & Profit Sharing Plans10.1%
HNWI2.56%
Corporations / Businesses0.33%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Waycross Partners, LLC is organized as a limited liability company and operates as an institutional registered investment adviser. The firm is SEC-registered (registration year 2015) and serves both individual/family and institutional clients. Compensation is a mix of percentage-of-assets and fixed fees. Advisory services emphasize portfolio management across several client types: individuals and small businesses, investment companies, and business or institutional accounts. Waycross does not position itself as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state or pension-consulting adviser. The firm also has sponsor and GP roles, acting as managing member of pooled investment vehicles.