Firm profile

Waycross Partners, LLC

LOUISVILLE, KYCRD 153838Registration Status: ApprovedEffective since March 3, 2015SEC # 801-81041Latest ADV June 2, 2026

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 June 2, 2026, reports $1.2B in regulatory assets under management, 13 employees, 2 offices, and 51 accounts.

Assets Under Management
$1.2B
Employees
13
Offices
2 offices
Total Clients
50

Associated firm names

1 name listed
  • WAYCROSS PARTNERS, LLC

Leadership

2 roles identified
CEOChristopher J. Greco
CCOChristopher S. Herb

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Fixed fees

Offices & Contact

Primary office

LOUISVILLE, Kentucky, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Kentucky

LOUISVILLEPrimary office

Florida

PONTE VEDRA BEACH

2 office records listed · 2 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.2Bas of June 2, 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.

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

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%)

Private Funds

Private funds reported by Waycross Partners, LLC

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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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
WAYCROSS HOLDINGS, INC.Direct owner · Schedule AInterest in WAYCROSS PARTNERS, LLC
25% to < 50%
INTEGRITY HOLDINGS, LLCDirect owner · Schedule AInterest in WAYCROSS PARTNERS, LLC
25% to < 50%
CHRISTOPHER JAMES GRECODirect owner · Schedule AInterest in WAYCROSS PARTNERS, LLC
10% to < 25%
BENJAMIN HENRY THOMASIndirect owner · Schedule BInterest in WAYCROSS HOLDINGS, INC.
75%+
MATTHEW GRISWOLD BEVINIndirect owner · Schedule BInterest in INTEGRITY HOLDINGS, LLC
75%+

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Waycross Partners, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-06-02 · Schedules A and B

7 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1WAYCROSS HOLDINGS, INC.MEMBERDomestic entityWAYCROSS PARTNERS, LLC25% to less than 50%Code CYesMEMBER12/2013Schedule APDF page 21
2INTEGRITY HOLDINGS, LLCMEMBERDomestic entityWAYCROSS PARTNERS, LLC25% to less than 50%Code CYesMEMBER12/2020Schedule APDF page 22
3CHRISTOPHER JAMES GRECOCHIEF EXECUTIVE OFFICER/DIRECTORIndividualWAYCROSS PARTNERS, LLC10% to less than 25%Code BYesCHIEF EXECUTIVE OFFICER/DIRECTOR01/2021Schedule APDF page 22
4CHRISTOPHER SCOTT HERBCHIEF COMPLIANCE OFFICER/DIRECTORIndividualWAYCROSS PARTNERS, LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER/DIRECTOR02/2021Schedule APDF page 22
5BENJAMIN HENRY THOMASCIOIndividualWAYCROSS PARTNERS, LLCLess than 5%Code NAYesCIO01/2021Schedule APDF page 22
6BENJAMIN HENRY THOMASPRESIDENT/SOLE OWNERIndividualWAYCROSS HOLDINGS, INC.75% or moreCode EYesPRESIDENT/SOLE OWNER12/2013Schedule BPDF page 22
7MATTHEW GRISWOLD BEVINPRESIDENT/SOLE MEMBERIndividualINTEGRITY HOLDINGS, LLC75% or moreCode EYesPRESIDENT/SOLE MEMBER09/2007Schedule BPDF page 22

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Filing dated 6/2/2026 1:10:44 PM

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

RIA or supervised-person involvementThe RIA reported that none of the events below involve the firm or its supervised persons.RIA responseNo
AFelonies2 No

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?No
  • A2Been charged with a felony?No
BMisdemeanors2 No

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?No
  • B2Been charged with a misdemeanor of the kind listed above?No
CSEC or CFTC actions5 No

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?No
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?No
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?No
DOther regulatory actions5 No

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?No
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?No
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?No
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?No
ESelf-regulatory organization actions4 No

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?No
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?No
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?No
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?No
FProfessional authorizations1 No
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?No
GPending regulatory proceedings1 No
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?No
HCivil judicial actions and proceedings4 No

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?No
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?No
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?No

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?No

* 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.