← Directory

OLD MISSION INVESTMENT COMPANY, LLC

CRD 140381File 801-66666
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$929.0M
Above cohort median (national)
Discretionary AUM
$856.2M
Non-discretionary $72.8M
Clients
1,055
2,002 accounts
Employees
10
Top 25% of cohort in MI

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
May 17, 2006
Principal office
880 MUNSON AVENUE, SUITE B, TRAVERSE CITY, MI, 49686
Phone
231-929-4100

Assets & accounts

ADV Item 5F
Total regulatory AUM
$929.0M
Discretionary AUM
$856.2M
Non-discretionary AUM
$72.8M
Discretionary accounts
1,859
Non-discretionary accounts
143
Total accounts
2,002
AUM per client
$881K

Clients by type

ADV Item 5D
Client typeClientsAUM
Insurance companiesFewer than 5$55.1M
Charitable organizationsFewer than 5$11.2M
High net worth individuals63$155.4M
Individuals (other than high net worth individuals)988$707.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Publications
  • Other advisory activities
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.