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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 25, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HODGES, LUTHER, HARTWELL | I | VICE PRESIDENT | NA | Control |
| HODGES, LUTHER, HARTWELL | I | VICE PRESIDENT | NA | Control |
| HODGES, LUTHER, HARTWELL | I | VICE PRESIDENT | NA | Control |
| HODGES, LUTHER, HARTWELL | I | VICE PRESIDENT | NA | Control |
| HODGES, LUTHER, HARTWELL | I | VICE PRESIDENT | NA | Control |
| HODGES, LUTHER, HARTWELL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| HODGES, LUTHER, HARTWELL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| HODGES, LUTHER, HARTWELL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| HODGES, LUTHER, HARTWELL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| HODGES, LUTHER, HARTWELL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| HODGES, LUTHER, HARTWELL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| HODGES, LUTHER, HARTWELL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| HODGES, LUTHER, HARTWELL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| HODGES, LUTHER, HARTWELL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| HODGES, LUTHER, HARTWELL | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | D | Control |
| RYAN, BARBARA, ARNOLD | I | SECRETARY/TREASURER | D | Control |
| RYAN, MICHAEL, FREDERICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| SCHNEIDER, DAVID, GEOFFREY | I | VICE PRESIDENT | D | Control |
| SCHNEIDER, DAVID, GEOFFREY | I | VICE PRESIDENT | D | Control |
| SCHNEIDER, DAVID, GEOFFREY | I | VICE PRESIDENT | D | Control |
| SCHNEIDER, DAVID, GEOFFREY | I | VICE PRESIDENT | D | Control |
| SCHNEIDER, DAVID, GEOFFREY | I | VICE PRESIDENT | D | Control |
| SCHNEIDER, DAVID, GEOFFREY | I | VICE PRESIDENT | D | Control |
| RYAN, BARBARA, ARNOLD | I | SECRETARY/TREASURER | C | Control |
| RYAN, BARBARA, ARNOLD | I | SECRETARY/TREASURER | C | Control |
| RYAN, BARBARA, ARNOLD | I | SECRETARY/TREASURER | C | Control |
| RYAN, BARBARA, ARNOLD | I | SECRETARY/TREASURER | C | Control |
| RYAN, BARBARA, ARNOLD | I | SECRETARY/TREASURER | C | Control |
| RYAN, BARBARA, ARNOLD | I | SECRETARY/TREASURER | C | Control |
| RYAN, BARBARA, ARNOLD | I | SECRETARY/TREASURER | C | Control |
| RYAN, BARBARA, ARNOLD | I | SECRETARY/TREASURER | C | Control |
| RYAN, MICHAEL | I | PRESIDENT | C | Control |
| RYAN, MICHAEL, FREDERICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| RYAN, MICHAEL, FREDERICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| RYAN, MICHAEL, FREDERICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| RYAN, MICHAEL, FREDERICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| RYAN, MICHAEL, FREDERICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| RYAN, MICHAEL, FREDERICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| RYAN, MICHAEL, FREDERICK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| LUDWIG, EGAN | I | VICE PRESIDENT | B | Control |
| LUDWIG, EGAN | I | VICE PRESIDENT | B | Control |
| RYAN, WILLIAM, KING | I | SHAREHOLDER | B | |
| SCHNEIDER, DAVID, GEOFFREY | I | VICE PRESIDENT | B | Control |
| SCHNEIDER, DAVID, GEOFFREY | I | VICE PRESIDENT | B | Control |
| SCHNEIDER, DAVID, GEOFFREY | I | VICE PRESIDENT | B | Control |
| SCHNEIDER, DAVID, GEOFFREY | I | VICE PRESIDENT | B | Control |
Registrations
Federal
IA
Feb 25, 2025 REGISTERED
Notice Filings (5)
AZ DE LA NC WA
Address
119 N COMMERCIAL STSTE 191
BELLINGHAM, WA 98225
United States
Phone: 360-671-0148