Oakmont Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakmont, PA. Its latest Form ADV filing, dated March 30, 2026, reports $3.1B in regulatory assets under management, 19 employees, 1 office, and 994 accounts.
Assets Under Management
$3.1B
Employees
19
Offices
1 office
Total Clients
324
Primary office
OAKMONT, PA
856 ALLEGHENY RIVER BLVD, OAKMONT, PA, United States
Top client segmentIndividuals represent 52.2% of total clients.
Top client categories% of clientsClients
1
Individuals
52.2%
169
2
HNWI
36.1%
117
3
Government
6.8%
22
4
Charitable
2.5%
8
5
Pension Plans
1.5%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.1Bas of March 30, 2026
Discretionary17.2%
$532M
17% of total RAUM17.2%
Non-discretionary82.8%
$2.6B
83% of total RAUM82.8%
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$3.1B
Total Accounts994
10Y AUM Change+$2.8B (+1024.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee17:1
10Y Employee Change+10 (+111.1%)
* 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.