OLD MISSION INVESTMENT COMPANY, LLC
SEC RegisteredTailored Strategies for Lasting Success.
About the firm
Old Mission Investment Company and Old Mission Trust Company are a group of companies providing fee-only discretionary and non-discretionary investment management, financial and retirement planning, wealth management, and trust services. Founded in 2006, the firm operates across three locations in Michigan and is a state-chartered trust company under South Dakota. Old Mission takes a collaborative, team-based approach to managing client relationships across generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Full service investment management, financial and retirement planning, wealth management solutions, trust administrative and management services, successor trustee services, and estate settlement services.
Who they serve
Young investors, couples looking to fund their retirement, grandparents looking to consolidate assets into a wealth plan or trust, and multigenerational families including grandparents, parents, and their children.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 988 | $707M |
| High Net Worth Individuals | 63 | $155M |
| State/Municipal Entities | 3 | — |
| Sovereign Wealth Funds | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OLD MISSION INVESTMENT COMPANY, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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