LOS ANGELES, CACRD 112337Latest ADV March 31, 2026
Oakmont Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 31, 2026, reports $2.2B in regulatory assets under management, 35 employees, and 87 accounts.
Assets Under Management
$2.2B
Employees
35
Offices
--
Total Clients
81
Primary office
LOS ANGELES, CA
515 S. FLOWER STREET, SUITE 4150, LOS ANGELES, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.8% of total clients.
Top client categories% of clientsClients
1
HNWI
77.8%
63
2
Pooled Investment Vehicles
16.0%
13
3
Corporations
6.2%
5
Categories with <5 clients
Charitable Organizations<5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.2Bas of March 31, 2026
Discretionary97.4%
$2.2B
97% of total RAUM97.4%
Non-discretionary2.6%
$58M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.2B
Total Accounts87
10Y AUM Change+$1.7B (+301.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees35
Clients per Employee2:1
10Y Employee Change-3 (-7.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.