OLD MISSION INVESTMENT COMPANY, LLC

RIASEC RegisteredEst. 2006

Total AUM

$929M

Discretionary

$856M

92% of AUM

Avg account

$464K

Accounts

2,002

Employees

Advisory reps

Firm details

Headquarters: TRAVERSE CITY, Michigan
CRD number: 140381
Registered since: May 17, 2006
Website: www.omico.net
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals76.13%
HNWI16.73%
Insurance Companies5.93%
Charitable Organizations1.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Old Mission Investment Company, LLC is an independent, privately owned registered investment adviser that has been operating since 2006. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator—selecting third‑party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and the publication of newsletters or periodicals. Fee arrangements are flexible and include percentage‑of‑AUM billing alongside hourly and fixed fees. Old Mission does not identify itself as an active ESG investor and is not registered as a multi‑state adviser.