OLD MISSION INVESTMENT COMPANY, LLC
C22
CRD 140381·SEC 801-66666·TRAVERSE CITY, MI
AUM
$929.0M
$500M-$1B
Est. Revenue
$9.3M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $410.1M
'21 · $407.3M
'22 · $506.7M
'23 · $581.5M
'25 · $890.8M
'26 · $929.0M
'20'26
$410.1M → $929.0M▲ +127%
Client mix
| Individuals Other | 988 |
| Individuals High Net Worth | 63 |
| Charitable Organizations | 3 |
| Insurance Companies | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 6 advisors
'22 · 6 advisors
'23 · 6 advisors
'25 · 6 advisors
'26 · 6 advisors
'20'26
5 advisors → 6 advisors▲ +20%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.