Old Mission Investment Company, Llc
- Regulatory AUM
- $929M
- Discretionary
- $856M
- Clients
- 1,055
- Avg AUM / client
- $881K
- Accounts
- 2,002
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 988 | $707M | 76.1% |
| High net worth individuals | 63 | $155M | 16.7% |
| Charitable organizations | 3 | $11.2M | 1.21% |
| Insurance companies | 1 | $55.1M | 5.93% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Mundt Lamb | Managing Member | May 2006 (20y) | 25% – 50% | |
| Jeffrey Allen Johnson | Managing Member / Chief Compliance Officer | May 2006 (20y) | 25% – 50% | |
| Kurt Austin Schuler | Managing Member | May 2006 (20y) | 25% – 50% | |
| Carey Anne Tafelsky | Managing Member | CFP | Mar 2015 (11y) | 10% – 25% |
| Ryan William Knabusch | Registered representative | Mar 2025 (1y) | ||
| Susan Wipperman | Registered representative | CFP | Apr 2025 (1y) | |
| Keith Phillip Olshove | Registered representative | Oct 2025 (1y) | ||
| Lindsay Fitzpatrick | Registered representative | CFP | Dec 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 965 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Fidelity Distributors Company Llc $929M (100% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $35.5M (9% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗