# Oak Tree Investment Advisors

> Oak Tree Investment Advisors is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 111095
- Filed as: OAK TREE INVESTMENT ADVISORS
- Legal name: Oakmont Investment Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111095
- AdvisorCensus page: https://advisorcensus.com/firm/oak-tree-investment-advisors-pittsburgh-pa-111095

## Quick answers

**How is Oak Tree Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Oak Tree Investment Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Oak Tree Investment Advisors located?**
Oak Tree Investment Advisors' principal office is in Pittsburgh, PA, according to its Form ADV.

**Is Oak Tree Investment Advisors registered with the SEC or a state?**
Oak Tree Investment Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 111095.

**How much does Oak Tree Investment Advisors manage?**
Oak Tree Investment Advisors reports $192,224,520 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**How have Oak Tree Investment Advisors' assets and staff changed since 2021?**
In the Form ADV data for Oak Tree Investment Advisors: Regulatory assets under management: $133,128,524 in the October 2021 data and $192,224,520 in the October 2026 data, up 44%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oak Tree Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (113); high net worth individuals (17).

**Which custodians does Oak Tree Investment Advisors use?**
Oak Tree Investment Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Oak Tree Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/111095

**What changed in Oak Tree Investment Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $164,093,794 to $192,224,520 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $192,224,520
- Discretionary: $192,224,520
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 113 | $29,382,551 |
| High net worth individuals | 17 | $138,841,626 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $13,339,179 |
| Charitable organizations | Fewer than 5 | $10,661,164 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- myoaktreeadvisors.com
- Facebook @MYOAKTREEADVISORS.COM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $133,128,524 | 3 | February 24, 2021 |
| October 2022 | $148,121,250 | 2 | March 7, 2022 |
| October 2023 | $142,114,028 | 2 | February 21, 2023 |
| October 2024 | $150,032,291 | 2 | March 15, 2024 |
| October 2025 | $164,093,794 | 2 | February 21, 2025 |
| October 2026 | $192,224,520 | 5 | July 15, 2026 |

Regulatory assets under management: $133,128,524 in the October 2021 data and $192,224,520 in the October 2026 data, up 44%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $164,093,794 to $192,224,520 (+17%).

### February 2026
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oak Tree Investment Advisors (CRD 111095): Form ADV filing data as of October 2026.