# OLD MISSION INVESTMENT COMPANY, LLC

OLD MISSION INVESTMENT COMPANY, LLC of TRAVERSE CITY, MI is an SEC-registered investment adviser.

## Registration

- CRD: 140381
- Type: SEC-registered investment adviser
- SEC file number: 801-66666
- Location: 880 MUNSON AVENUE, SUITE B, TRAVERSE CITY, MI, 49686
- Phone: 231-929-4100
- Latest filing: 2026-03-27
- Regulatory AUM: $929.0M
- Discretionary AUM: $856.2M
- Non-discretionary AUM: $72.8M
- Clients: 10
- Accounts: 2,002

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Other

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Allen Johnson | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| Christopher Mundt Lamb | MANAGING MEMBER | — |
| Kurt Austin Schuler | MANAGING MEMBER | — |
| Carey Anne Tafelsky | MANAGING MEMBER | — |
| JOHNSON JEFFREY ALLEN | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| LAMB CHRISTOPHER MUNDT | MANAGING MEMBER | — |
| SCHULER KURT AUSTIN | MANAGING MEMBER | — |
| NOVAK JOSEPH STANLEY | MANAGING MEMBER | — |
| STIBBS ROBERT WAYNE | MANAGING MEMBER | — |
| CRANDALL DIANE MARIE | MANAGING MEMBER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| TAFELSKY CAREY ANNE | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140381/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140381/similar
- Related entities: https://search.stillhousedata.com/firm/140381/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140381

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.