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WAYCROSS PARTNERS, LLC
CRD 153838 · SEC 801-81041
4965 U.S. HIGHWAY 42, SUITE 2900, LOUISVILLE, KY, 40222, United States
Phone
502-410-1900
Fax
502-410-1913
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.18B
Discretionary AUM
$1.18B
Team
13 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 12 | $30.3M |
| Investment companies | 2 | $251.5M |
| Pension/profit sharing plans | 13 | $119.5M |
| State/municipal entities | 20 | $777.8M |
| Corporations/business entities | 3 | $3.9M |
States served
KY, NY, FL
All web addresses on file
Official SEC filing: View on IAPD