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Waycross Investment Management Company

● SEC registered since 2020CRD 105034SEC# 801-120007Bellingham, WA
Export (members)
Reg. AUM
$216.7M
Employees
4
Accounts
334
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 $216.7 million in regulatory assets under management and employs 4 people.

Waycross Investment Management Company owners & executives

2 reported
NameTitleOwnershipSince
David Geoffrey Schneider ControlVice President50-75%2018
Luther Hartwell Hodges ControlPresident & Chief Compliance Officer50-75%2017

Frequently asked questions

How much does Waycross Investment Management Company manage?

Waycross Investment Management Company reports $216.7 million in regulatory assets under management on its Form ADV.

How many employees does Waycross Investment Management Company have?

Waycross Investment Management Company reports 4 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

Address119 N Commercial St, Ste 191, Bellingham, WA 98225
Phone360-671-0148
Fax360-671-8936
Office hours8:00 a.m. To 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$214.5M
Non-discretionary$2.1M
Total (RAUM)$216.7M