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OLD MISSION INVESTMENT COMPANY, LLC

TRAVERSE CITY, MI · CRD 140381 · IAPD ↗ · omico.net · 231-929-4100

$929.0MRegulatory AUM
6Advisory reps
10Employees
0Clients
11-25Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — OLD MISSION INVESTMENT COMPANY, LLC notice-filed in LA, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2025 — OLD MISSION INVESTMENT COMPANY, LLC reported RAUM up 31% ($679.5M -> $890.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
March 2024 — OLD MISSION INVESTMENT COMPANY, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.