Waycross Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 31, 2026, reports $1.2B in regulatory assets under management, 13 employees, 1 office, and 51 accounts.
Assets Under Management
$1.2B
Employees
13
Offices
1 office
Total Clients
50
Primary office
LOUISVILLE, KY
4965 U.S. HIGHWAY 42, SUITE 2900, LOUISVILLE, KY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentGovernment represent 40.0% of total clients.
Top client categories% of clientsClients
1
Government
40.0%
20
2
Pension Plans
26.0%
13
3
HNWI
24.0%
12
4
Corporations
6.0%
3
5
Investment Cos.
4.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 31, 2026
Discretionary100.0%
$1.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.2B
Total Accounts51
10Y AUM Change+$1.1B (+2207.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee4:1
10Y Employee Change+7 (+116.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.