← 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
- Website
- HTTPS://WWW.OMICO.NET
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 type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $55.1M |
| Charitable organizations | Fewer than 5 | $11.2M |
| High net worth individuals | 63 | $155.4M |
| Individuals (other than high net worth individuals) | 988 | $707.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

