Oakmont Financial Services, L.L.C.

Overview

Oakmont Financial Services, L.L.C. is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on discretionary portfolio management for individual and family clients, including small-business owner accounts, and bills on a percentage-of-assets-under-management basis. It does not self-identify as a multi-state adviser, a pension consultant, or a capital allocator, and it does not emphasize ESG integration. The practice is modest in scale and client scope, positioning itself as a boutique RIA delivering managed equity-oriented portfolios and standard mutual fund exposures rather than broad institutional consulting or custody of private capital commitments. Advisory activity is centered on direct portfolio management rather than alternative platform management or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives