OLD MISSION INVESTMENT COMPANY, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $929.0M |
| Discretionary | $856.2M92% of AUM |
| Non-Discretionary | $72.8M |
| Client Accounts | 2,002 |
| Avg Account Size | $464K |
| Employees | 10 |
| Peak AUM | $929.0MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $929M | +4.3% | +15.5% | +12.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $929.0M |
| Discretionary | $856.2M |
| Employees | 10 |
| Client Accounts | 2002 |
| Client Range | 11-25 |
Contact & Location
Address
880 MUNSON AVENUE
TRAVERSE CITY MI 49686
Phone
231-929-4100
Filing History
49 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$856M
92.2% of AUM
Non-Discretionary
$73M
7.8% of AUM
Disc. mix ▲ 7.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported