Old Mission Investment Company, LLC
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
FINTRXOverview
Old Mission Investment Company, LLC operates as an independent registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration recorded in 2006) and is owned by an individual. It positions itself as a capital allocator serving both individual and family clients as well as institutional entities. Compensation arrangements include asset-based fees, hourly billing, and fixed fees. Service offerings span financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, selection and oversight of external advisers, and the publication of periodic investment commentary or newsletters. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents11%
- US Government Bonds10%
- State & Local Bonds2%
Owners & executives
3 of 4
Carey Tafelsky
Chief Financial OfficerCRD 6456688
Jeffrey Johnson
Chief Compliance OfficerCRD 3048003
Kurt Schuler
Chief Information OfficerCRD 2253788
Contacts
3 of 4
Lindsay Fitzpatrick
Vice PresidentCRD 6193198
Ryan Knabusch
Wealth AdvisorCRD 6763184
Susan Wipperman
Senior Vice PresidentCRD 6875113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$321M in ETFs
84%
$269M
1%
$52M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $60.2M | 845,497 | 18.78% |
Location
Traverse City, MI
Grand Traverse
Location
Traverse City, MI
Headquartered in Traverse City, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Grand Traverse
- Address
- 880 Munson Ave
- Time zone
- ET (UTC-5)
- Office locations
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