Old Mission Capital, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
—
Advisory reps
183
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
146991
Registered since
January 12, 2009

Firm profile

FINTRX

Overview

Old Mission Capital, LLC is a limited liability company that has been SEC-registered since 2009. Public filings classify the firm as unclassified and identify the owner type as a domestic entity/individual. Available metadata indicates the firm does not self-identify as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser. No detailed description of client segments, fee schedules, or day-to-day advisory activities was provided in the source material.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Josef Guzowski

    CEOCRD 2989719

  • Steven Gaston

    Chief Compliance OfficerCRD 3094187

  • Kevin Looby

    Kevin Looby

    Chief Compliance OfficerCRD 4229297

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Contacts

3 of 178
  • Eugene Davidovich

    Eugene Davidovich

    Electronic Execution SalesCRD 3100549

  • Christopher Good

    TraderCRD 3113080

  • Allen Keith

    ControllerCRD 4457493

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 925

Active vs passive

$3.6B in ETFs

Passive

71%

$2.6B

Active

17%

$1B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$255M371,0247.11%

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1 N Dearborn St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth