Old Mission Capital, LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
168
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
146991
Registered since
January 12, 2009

Firm profile

FINTRX

Overview

Old Mission Capital, LLC is a limited liability company registered with the SEC in 2009. The firm is organized as a domestic entity with individual ownership and is classified in public records as unclassified. Public disclosures indicate it is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and does not present itself as a pension consultant or related adviser. Its regulatory and organizational footprint suggests a focused, compact adviser structure rather than a large multi-state RIA network.

Public Holdings

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • Bryan Russina

    CTOCRD 5031844

  • Steven Gaston

    Chief Compliance OfficerCRD 3094187

  • Erica Marquez Avitia

    Erica Marquez Avitia

    Chief Operating OfficerCRD 5074353

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Contacts

3 of 164
  • David Cohen

    David Cohen

    Software EngineerCRD 7731382

  • Brian Scullion

    Brian Scullion

    Managing MemberCRD 5437190

  • Thomas Desmond

    TraderCRD 5767478

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 925

Active vs passive

$3.6B in ETFs

Passive

71%

$2.6B

Active

17%

$1B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$255M371,0247.11%

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
1 N Dearborn St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth