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Luther Hartwell Hodges

Investment Adviser Representative at Waycross Investment Management Co

Bellingham, WACRD #6032162Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Luther Hartwell Hodges is an investment adviser representative with Waycross Investment Management Co in Bellingham, WA, where they have been registered since 2013, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Washington.

Office

119 N, Commercial St. Suite 191
Bellingham, WA 98225

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Washington

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 2/14/2013

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Waycross Investment Management CoCurrent
2/15/2013 – Bellingham, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Waycross Investment Management Co
    Nov 2011 – no end date reportedBellingham, WA
  2. Western Washington University
    Sep 2000 – no end date reportedBellingham, WA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Waycross Investment Management Co

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Disciplined portfolio management, IRA and 401K rollovers, endowment funds, trusts, retirement plans, and socially responsible investing.

Financial PlanningPortfolio Management for Individuals and Small Businesses
Firm areas of expertise
Financial PlanningRetirement PlanningPortfolio ManagementIRA Rollovers401K RolloversEndowment FundsTrustsSocially Responsible InvestingValues-aligned InvestingFiduciary

Client types the firm serves

IndividualsHigh Net WorthCharitable Organizations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
4
Offices listed on AdvisorFinder:
1
Main office:
Bellingham, WA
SEC file number:
801-120007

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 6, 2026

View full firm profile

Other advisors at Waycross Investment Management Co

3 other advisors in the directory

View Waycross Investment Management Co firm profile

Similar advisors in Bellingham, WA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Luther Hartwell Hodges has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Luther Hartwell Hodges (Waycross Investment Management Co)