TRAVERSE CITY, MICRD 140381Latest ADV March 27, 2026
Old Mission Investment Company, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Traverse City, MI. Its latest Form ADV filing, dated March 27, 2026, reports $929M in regulatory assets under management, 10 employees, 2 offices, and 2,002 accounts.
Assets Under Management
$929M
Employees
10
Offices
2 offices
Total Clients
1,055
Primary office
TRAVERSE CITY, MI
880 MUNSON AVENUE, SUITE B, TRAVERSE CITY, MI, United States
Top client segmentIndividuals represent 93.6% of total clients.
Top client categories% of clientsClients
1
Individuals
93.6%
988
2
HNWI
6.0%
63
3
Charitable
0.3%
3
4
Insurance Cos.
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$929Mas of March 27, 2026
Discretionary92.2%
$856M
92% of total RAUM92.2%
Non-discretionary7.8%
$73M
8% of total RAUM7.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$929M
Total Accounts2,002
10Y AUM Change+$619M (+199.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee106:1
10Y Employee Change+4 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.