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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-1991
- Office Locations
- 1
Office Locations
About Waycross Investment Management CO
Waycross Investment Management Co is a Bellingham, WA RIA focused on guiding individuals and families with investment management and financial planning, including retirement, estate, and insurance planning. Portfolios emphasize asset allocation using mutual funds and ETFs, with exposure to fixed income and real assets. Custodies with Charles Schwab and uses Black Diamond for reporting.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LUTHER HARTWELL HODGES
Chief Compliance Officer, President, Principal
- CRD
- #6032162
- Ownership
- 50% but less than 75%
DAVID GEOFFREY SCHNEIDER
Advisor, VICE PRESIDENT
- CRD
- #6308645
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Lino Marioni
--
- CRD
- #8094423
MICHAEL FREDERICK RYAN
Partner
- CRD
- #2176997
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $252,424,231 | $1,567,852 |
| Non-Discretionary | $0 | -- |
| Total | $252,424,231 | $1,567,852 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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