Waycross Investment Management Co

Overview

Waycross Investment Management Co is an SEC registered investment adviser based in Bellingham, WA, registered since 2012. It reports $252M in assets under management across 161 accounts, with 5 employees. It has 4 investment adviser representatives.

Reported AUM

$252M

Discretionary

100%

Accounts

161

Average account

$1.6M

Employees

5

Advisory reps

4

Registered since

2012

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• David Geoffrey Schneider Vice President CRD 6308645
• Luther Hartwell Hodges Vice President CRD 6032162

Advisory reps 3 of 4

• Luther Hartwell Hodges Investment Adviser Rep CRD 6032162
• Lino Marioni Investment Adviser Rep CRD 8094423
• Michael Frederick Ryan Investment Adviser Rep CRD 2176997

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

119 N Commercial St Ste 191
Bellingham, WA 98225

County

Whatcom

Metro area

Bellingham, WA

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: waycross.com

Every state, with registration dates

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