WAYCROSS PARTNERS, LLC

RIASEC RegisteredEst. 2015

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 an SEC-registered advisory firm organized as an LLC and operating since 2015. The firm provides portfolio management services to individuals and small businesses, investment companies, and institutional entities. Its client base includes both individual/family clients and institutional mandates. Compensation is typically a percentage of assets under management and, in some cases, fixed fees. Investment policy is equity-focused and the firm does not identify as an active ESG investor. Waycross is not described as a multi-state adviser or a pension consultant. Regulatory filings also list business roles that include acting as an adviser and as a sponsor or managing member of pooled investment vehicles.