Missio Investment Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,964,021
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
9
67% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$2,662,669
About
Missio Investment Management LLC provides discretionary portfolio management and limited financial planning services to individuals (including high‑net‑worth clients), endowments, and corporate clients; the firm reports about $24.2 million in regulatory assets under management and serves a very small client roster. It operates as a single‑advisor practice and accepts institutional or charitable‑type clients such as endowments, a client type that is less commonly served by independent, solo advisers.
The firm constructs individualized Investment Policy Statements to set asset allocation targets and manages the majority of assets using a passive approach (index mutual funds and ETFs) while reserving up to 30% of each client’s portfolio for active management; its analysis draws on fundamental, technical, cyclical, and charting methods. Missio offers limited financial planning at no additional cost to advisory clients, performs quarterly account reviews, and uses the Charles Schwab advisor platform for custody, execution, and block trading when appropriate.
Distinctive features include the firm’s combination of a very small client base with multi‑million dollar assets under management per client and its willingness to serve endowment/charitable clients alongside individuals, which is statistically uncommon among peers. The principal’s background includes senior banking roles and prior ownership of another advisory business, and the firm generally operates with discretionary authority while not accepting custody of client assets except for fee debits.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
$0 - $499,999: 0.40% annually $500,000 - $1,000,000: 0.35% annually >$1,000,000+: 0.25% annually
Account minimum: $100,000 Fee-only: Advisory fees based on assets under management as tiered percentages; no commissions or performance fees
Main office location
Missio Investment Management LLC
33 S Garfield St
Hinsdale IL 60521, United States
Number of offices
2
Most active in
Missio Investment Management LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")