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| Old Mission Investment Company LLC
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|
|---|---|
| CRD # | 140381 |
| SEC # | 801-66666 |
| CIK # | |
| AUM | $929.0 M (2026-03-27) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 231-929-4100 |
| Address | 880 Munson Avenue Traverse City, MI 49686 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 988 | 707.3 |
| (b) Individuals (high net worth individuals) | 63 | 155.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 11.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 55.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,002 | 929.0 |
| By Discretionary | ||
| Discretionary | 1,859 | 856.2 |
| Non-Discretionary | 143 | 72.8 |
| Total | 2,002 | 929.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 929.0 | |
| Total | 2,002 | 929.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Emerald Advisors LLC
✚
|
WA | 0.9 |
|
Blankinship & Foster LLC
✚
|
CA | 0.9 |
|
Ascension Capital Advisors Inc
✚
|
TX | 0.9 |
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.9 |
|
Prevail Innovative Wealth Advisors LLC
✚
|
KS | 0.9 |
|
Galecki Financial Management Inc
✚
|
IN | 0.9 |
|
Strategic Financial Concepts LLC
✚
|
TX | 0.9 |
|
KMH Wealth Management LLC
✚
|
TX | 0.9 |
|
Princeton Global Asset Management LLC
✚
|
NJ | 0.9 |
|
Castlekeep Investment Advisors LLC
✚
|
CT | 0.9 |