OAKMONT CORPORATION

RIASEC RegisteredEst. 1992

Total AUM

$2.2B

Discretionary

$2.2B

97% of AUM

Avg account

$25.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 112337
Registered since: September 3, 1992
Custodians: BANK OF AMERICA
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI66.6%
Pooled Investment Vehicles21.43%
Corporations / Businesses6.26%
Charitable Organizations5.71%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Oakmont Corporation is an independent registered investment adviser that has been SEC-registered since 1992. It operates as a capital allocator for both individual/family and institutional clients, offering fee arrangements that include asset-based fees, fixed fees, and performance-linked compensation. Oakmont provides a mix of advisory services—financial planning, separately managed portfolio oversight for individuals and small businesses, portfolio management for pooled investment vehicles and institutions, and manager selection services. The firm also identifies itself with commodity pool/operator or commodity trading adviser activities and, per its filings, serves as sponsor, general partner, or managing member for pooled vehicles. Oakmont does not flag itself as an active ESG investor and is not described as a multi-state adviser.