Old Mission Capital, LLC

Broker-DealerFINRA MemberEst. 2009

Total AUM

—

Advisory reps

182

Avg account

$0

Firm details

Headquarters: Chicago, Illinois
CRD number: 146991
Registered since: January 12, 2009
Website: www.oldmissioncapital.com

Firm profile

FINTRX

Overview

Old Mission Capital, LLC is an SEC-registered investment adviser organized as a limited liability company and registered in 2009. Ownership is a mix of a domestic entity and an individual. Public data indicate the firm does not position itself as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 4

Josef Guzowski
CEOCRD 2989719
Steven Gaston
Chief Compliance OfficerCRD 3094187
Bryan Russina
CTOCRD 5031844

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Contacts

3 of 178

Eugene Davidovich
Electronic Execution SalesCRD 3100549
Christopher Good
TraderCRD 3113080
Kevin Looby
Senior Compliance AdvisorCRD 4229297

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 925

Active vs passive

$3.6B in ETFs

Passive

71%

$2.6B

Active

17%

$1B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$255M	371,024	7.11%

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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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