# Waycross Partners, LLC

> Waycross Partners, LLC is an SEC-registered investment advisory firm in Louisville, KY, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 2, 2026.

- CRD: 153838
- Filed as: WAYCROSS PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Louisville, KY
- Filing period: October 2026
- Form ADV filing dated: June 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/153838
- AdvisorCensus page: https://advisorcensus.com/firm/waycross-partners-llc-louisville-ky-153838

## Quick answers

**How is Waycross Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Waycross Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Waycross Partners, LLC located?**
Waycross Partners, LLC's principal office is in Louisville, KY, according to its Form ADV; the July 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Waycross Partners, LLC registered with the SEC or a state?**
Waycross Partners, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 153838.

**How much does Waycross Partners, LLC manage?**
Waycross Partners, LLC reports $1,182,922,452 in regulatory assets under management in its Form ADV filing dated June 2, 2026 (100% discretionary).

**How have Waycross Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Waycross Partners, LLC: Regulatory assets under management: $150,444,246 in the October 2021 data and $1,182,922,452 in the October 2026 data, up 686%. Total employees: 11 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Waycross Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (20); pension and profit sharing plans (but not the plan participants or government pension plans) (13); high net worth individuals (12).

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

**Does Waycross Partners, LLC 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/153838

**What changed in Waycross Partners, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $865,502,469 to $1,182,922,452 (+37%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust Co.

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: $1,182,922,452
- Discretionary: $1,182,922,452
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 12 | $30,252,616 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 2 | $251,489,052 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $119,472,962 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 20 | $777,793,817 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $3,914,005 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 13 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, KY, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Ponte Vedra Beach, FL

### Websites listed on Form ADV (Item 1.I)
- [waycrosspartners.com](https://waycrosspartners.com)
- [waycrosspartners.com/strategies-and-funds](https://waycrosspartners.com/strategies-and-funds)
- LinkedIn @waycross-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $150,444,246 | 11 | August 6, 2021 |
| October 2022 | $190,195,237 | 13 | March 31, 2022 |
| October 2023 | $300,728,102 | 12 | October 2, 2023 |
| October 2024 | $548,565,729 | 12 | June 20, 2024 |
| October 2025 | $865,502,469 | 12 | March 29, 2025 |
| October 2026 | $1,182,922,452 | 13 | June 2, 2026 |

Regulatory assets under management: $150,444,246 in the October 2021 data and $1,182,922,452 in the October 2026 data, up 686%.
Total employees: 11 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $865,502,469 to $1,182,922,452 (+37%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Waycross Partners, LLC (CRD 153838): Form ADV filing data as of October 2026.