Old Mission Investment Company, LLC
Traverse City, MI·SEC-registered · CRD #140381
Old Mission Investment Company, LLC is an SEC-registered investment advisory firm in Traverse City, MI managing $929M across 2.1k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$929M
Client accounts
2.1k
Advisory staff
6
Fee model
Fee-based
How Old Mission Investment Company, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Old Mission Investment Company, LLC
How much does Old Mission Investment Company, LLC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Old Mission Investment Company, LLC reports $929M in regulatory assets under management across roughly 2.1k client accounts.
How does Old Mission Investment Company, LLC charge?
Old Mission Investment Company, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Old Mission Investment Company, LLC a fiduciary?
Yes. Old Mission Investment Company, LLC is registered with the U.S. Securities and Exchange Commission (CRD #140381), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Old Mission Investment Company, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Old Mission Investment Company, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Traverse City, MI
Profile compiled from Old Mission Investment Company, LLC's public SEC Form ADV filing (CRD #140381, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Old Mission Investment Company, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Old Mission Investment Company, LLC? Claim this profile.