Waycross Investment Management Company
- Regulatory AUM
- $252M
- Discretionary
- $252M
- Clients
- 160
- Avg AUM / client
- $1.6M
- Accounts
- 161
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 96 | $34.5M | 13.7% |
| High net worth individuals | 50 | $144M | 57.2% |
| Charitable organizations | 14 | $73.4M | 29.1% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Luther Hartwell Hodges | President & Chief Compliance Officer | Feb 2013 (13y) | 50% – 75% | |
| David Geoffrey Schneider | Vice President | Apr 2014 (12y) | 50% – 75% | |
| Michael Frederick Ryan | Registered representative | Dec 1991 (35y) | ||
| Lino Marioni | Registered representative | Sep 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $252M (100% of AUM) Mar 2026
- Interactive Brokers $1.3M (1% of AUM) Dec 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗