Waycross Partners, LLC

Waycross Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Louisville, Kentucky. On its latest Form ADV, filed June 2, 2026, it reports $1.2B in regulatory assets under management, 12 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	153838 · SEC file 801-81041
Office	4965 U.s. Highway 42, Suite 2900 Louisville, KY 40222
Phone	(502) 410-1900
Website	www.waycrosspartners.com/strategies-and-funds
Regulatory assets under management	$1.2B
Individual clients	0 non-high-net-worth, 12 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Fixed fee
Services	Portfolio management
Employees	13
Disciplinary disclosures	None reported
Latest Form ADV filing	June 2, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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