{"url":"https://nivawealth.com/firms/waycross-investment-management-105034","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/105034","regulatoryAum":252424231,"crd":"105034","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6032162","suffix":null,"lastName":"HODGES","firstName":"LUTHER","middleName":"HARTWELL"},{"crd":"8094423","suffix":null,"lastName":"Marioni","firstName":"Lino","middleName":null},{"crd":"2176997","suffix":null,"lastName":"RYAN","firstName":"MICHAEL","middleName":"FREDERICK"},{"crd":"6308645","suffix":null,"lastName":"SCHNEIDER","firstName":"DAVID","middleName":"GEOFFREY"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-02-24","regulatoryAum":134835353,"clients":128,"employees":4,"offices":1},{"filedOn":"2022-03-04","regulatoryAum":158476095,"clients":137,"employees":4,"offices":1},{"filedOn":"2023-03-08","regulatoryAum":152525135,"clients":149,"employees":4,"offices":1},{"filedOn":"2024-03-15","regulatoryAum":194546777,"clients":149,"employees":4,"offices":1},{"filedOn":"2025-02-25","regulatoryAum":216691379,"clients":156,"employees":4,"offices":1},{"filedOn":"2026-03-06","regulatoryAum":252424231,"clients":160,"employees":5,"offices":1}],"secFileNumber":"801-120007","legalName":"Waycross 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The fee is billed in advance and is negotiable.","source":"WAYCROSS INVESTMENT MANAGEMENT CO FORM ADV PART 2 MARCH 2026, filed 6 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Waycross Investment Management use?","answer":"Waycross Investment Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $252M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Waycross Investment Management have?","answer":"Waycross Investment Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Waycross Investment Management invest in?","answer":"At the end of its last fiscal year, Waycross Investment Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds and 1% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Waycross Investment Management?","answer":"Waycross Investment Management’s direct owners are Luther Hodges (50% to 75%) and David Schneider (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 6 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Waycross Investment Management get paid?","answer":"Waycross Investment Management is paid through a percentage of assets under management and hourly charges. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}