# Waycross Investment Management Co

> Waycross Investment Management Co is an SEC-registered investment advisory firm in Bellingham, WA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 105034
- Filed as: WAYCROSS INVESTMENT MANAGEMENT CO
- Legal name: Waycross Investment Management Company
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellingham, WA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105034
- AdvisorCensus page: https://advisorcensus.com/firm/waycross-investment-management-co-bellingham-wa-105034

## Quick answers

**How is Waycross Investment Management Co compensated?**
On its Form ADV (Item 5.E, October 2026), Waycross Investment Management Co reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Waycross Investment Management Co charge?**
Its Form ADV Part 2A brochure dated March 6, 2026 states: Hourly rate: $250 an hour (portfolio reviews and analysis performed for clients who do…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Waycross Investment Management Co located?**
Waycross Investment Management Co's principal office is in Bellingham, WA, according to its Form ADV.

**Is Waycross Investment Management Co registered with the SEC or a state?**
Waycross Investment Management Co is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 105034.

**How much does Waycross Investment Management Co manage?**
Waycross Investment Management Co reports $252,424,231 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Waycross Investment Management Co's assets and staff changed since 2021?**
In the Form ADV data for Waycross Investment Management Co: Regulatory assets under management: $134,835,353 in the October 2021 data and $252,424,231 in the October 2026 data, up 87%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Waycross Investment Management Co serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (96); high net worth individuals (50); charitable organizations (14).

**Which custodians does Waycross Investment Management Co use?**
Waycross Investment Management Co's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Waycross Investment Management Co report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105034

**Does Waycross Investment Management Co state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "Generally, the minimum account size (“account” is defined as the total value of assets managed for a client) is $250,000."

**What changed in Waycross Investment Management Co's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $216,691,379 to $252,424,231 (+16%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: $250,000

> Generally, the minimum account size (“account” is defined as the total value of assets managed for a client) is $250,000.

- Hourly rate: $250 an hour (portfolio reviews and analysis performed for clients who do…)

> The hourly fee for portfolio reviews and analysis performed for clients who do not contract for discretionary management will be billed at a rate of up to $250.00 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $252,424,231
- Discretionary: $252,424,231
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 96 | $34,535,422 |
| High net worth individuals | 50 | $144,492,353 |
| Charitable organizations | 14 | $73,396,456 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- waycross.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,835,353 | 4 | February 24, 2021 |
| October 2022 | $158,476,095 | 4 | March 4, 2022 |
| October 2023 | $152,525,135 | 4 | March 8, 2023 |
| October 2024 | $194,546,777 | 4 | March 15, 2024 |
| October 2025 | $216,691,379 | 4 | February 25, 2025 |
| October 2026 | $252,424,231 | 5 | March 6, 2026 |

Regulatory assets under management: $134,835,353 in the October 2021 data and $252,424,231 in the October 2026 data, up 87%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $216,691,379 to $252,424,231 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Waycross Investment Management Co (CRD 105034): Form ADV filing data as of October 2026.