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OLD Mission Investment Company, LLC

OLD Mission Investment Company, LLC. CRD 140381

O

CRD: 140381

OLD Mission Investment Company, LLC

Traverse City, MI, 49686
2319294100
www.omico.net
$929.0M Total AUM
$856.2M Disc. AUM
15.5% 3Y CAGR
10 Employees
1,055 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS · Goldman Sachs
Clients
Retail and Institutional
Platforms
--
Established Date
05-17-2006
Office Locations
1

Office Locations

880 Munson Avenue Suite B Traverse City MI

About OLD Mission Investment Company, LLC

Old Mission Investment Co. is a fee-only registered investment adviser providing discretionary and non-discretionary portfolio management plus financial, retirement and wealth planning. Portfolios are primarily implemented with ETFs and mutual funds with fixed-income allocations. The firm also delivers trust administration, successor trustee and estate settlement services through its South Dakota–chartered trust company, serving clients across Michigan.

Team overview

48 AVG AGE
$154.8M AVG AUM / ADVISOR
$880.6K AVG AUM / CLIENT
11.1 yrs AVG TENURE
10 Employees
6 Advisory Reps
9 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Prime

Custodian

Beacon alpha Beacon north

Investment Themes

Bridge

Investment Vehicles

Wave

Platform

Horizon

Services

Crest Zenith momentum Fusion

Owner & Executives

J

JEFFREY ALLEN JOHNSON

Chief Compliance Officer, Managing Member

CRD
#3048003
Ownership
25% but less than 50%
(689) 339-9196
crest.wave@eaglecapital.com
in linkedin.com/in/delta-summit
CHRISTOPHER MUNDT LAMB

CHRISTOPHER MUNDT LAMB

Financial Advisor, General Partner, Managing Member

CRD
#2412619
Ownership
25% but less than 50%
(827) 306-4200
fusion.legacy@focuscapital.com
in linkedin.com/in/legacy-focus
P

Peak optima

Beacon focus

CRD
#69642
Ownership
15.2%
(518) 889-8836
legacy.quantum@insightcapital.com
in linkedin.com/in/matrix-horizon

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Contacts

L

Lindsay Fitzpatrick

Investment Advisor

CRD
#6193198
(832) 539-7454
capital.signal@oakcapital.com
in linkedin.com/in/vertex-wave
Ryan William Knabusch

Ryan William Knabusch

--

CRD
#6763184
(813) 445-7186
eagle.vital@capitalcapital.com
in linkedin.com/in/zenith-ember
I

Insight value

Vertex insight

CRD
#54889
(772) 222-5604
fusion.peak@quantumcapital.com
in linkedin.com/in/vertex-peak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-29-2022
03-07-2023
02-05-2024
11-26-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $856,190,071 $460,565
Non-Discretionary $72,844,216 $509,400
Total $929,034,287 $464,053

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Separately Managed Accounts

Total SMA Asset: $929,034,287

$929.0M Total SMA
Equity - Exchange:
12.0%
Public Funds:
27.0%
Cash:
12.4%
U.S. Government/Agency:
26.4%
Municipal Bonds:
10.6%
Corporate - Investment Grade:
11.6%
Asset class Assets Assets %
Equity - Exchange $543,936,415 12.0%
Public Funds $1,223,856,933 27.0%
Cash $562,067,628 12.4%
U.S. Government/Agency $1,196,660,112 26.4%
Municipal Bonds $480,477,166 10.6%
Corporate - Investment Grade $525,805,201 11.6%
Total $4,532,803,455 100.0%

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