WAYCROSS INVESTMENT MANAGEMENT COMPANY
Legal name: WAYCROSS INVESTMENT MANAGEMENT CO
CRD #105034 SEC #801-120007 BELLINGHAM, WA 360-671-0148
SEC Registered
Total AUM
$216.7M
Discretionary
$214.5M
Employees
4
Clients
10
Accounts
334
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $216.7M | $214.5M | $2.1M | 4 | 0 |
| Mar 2024 | $194.5M | $194.5M | $0 | 4 | 0 |
| Mar 2023 | $152.5M | $152.5M | $0 | 4 | 0 |
| Mar 2022 | $158.5M | $158.5M | $0 | 4 | 0 |
| Dec 2021 | $134.8M | $134.8M | $0 | 4 | 0 |
| Nov 2021 | $134.8M | $134.8M | $0 | 4 | 0 |
| Oct 2021 | $134.8M | $134.8M | $0 | 4 | 0 |
| Feb 2021 | $134.8M | $134.8M | $0 | 4 | 0 |
| Jan 2021 | $122.3M | $122.3M | $0 | 4 | 1 |
| Nov 2020 | $122.3M | $122.3M | $0 | 4 | 1 |
| Jun 2012 | $70.7M | $70.7M | $0 | 1 | 26 |
| May 2012 | $70.7M | $70.7M | $0 | 1 | 26 |
| Apr 2012 | $70.7M | $70.7M | $0 | 1 | 26 |
| Feb 2012 | $70.7M | $70.7M | $0 | 1 | 26 |
| Feb 2012 | $70.7M | $70.7M | $0 | 1 | 26 |
| Mar 2011 | $67.6M | $67.6M | $0 | 5 | -- |
| Feb 2011 | $67.6M | $67.6M | $0 | 5 | -- |
| Feb 2007 | $58.7M | $58.7M | $0 | 5 | -- |
| Apr 2002 | $30.3M | $30.3M | $0 | 5 | -- |
DateFeb 2025
Total AUM$216.7M
Discretionary$214.5M
Non-Disc.$2.1M
Employees4
Clients0
DateMar 2024
Total AUM$194.5M
Discretionary$194.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees4
Clients1
DateNov 2020
Total AUM$122.3M
Discretionary$122.3M
Non-Disc.$0
Employees4
Clients1
DateJun 2012
Total AUM$70.7M
Discretionary$70.7M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$70.7M
Discretionary$70.7M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$70.7M
Discretionary$70.7M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$70.7M
Discretionary$70.7M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$70.7M
Discretionary$70.7M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$67.6M
Discretionary$67.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$67.6M
Discretionary$67.6M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$58.7M
Discretionary$58.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees5
Clients--