{
  "crd_number": 112337,
  "slug": "oakmont-corporation-los-angeles-ca-112337",
  "primary_business_name": "OAKMONT CORPORATION",
  "legal_name": "OAKMONT CORPORATION",
  "dbas": [],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1992-09-03",
  "years_registered": 34,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 2217465327.0,
  "raum_discretionary": 2159534158.0,
  "raum_non_discretionary": 57931169.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 35,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 126521254.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1476937856.0,
      "count": 63
    },
    "pooled_investment_vehicles": {
      "raum": 475204000.0,
      "count": 13
    },
    "corporations_other_businesses": {
      "raum": 138802217.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/company/oakmont-corporation"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112337",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/oakmont-corporation-los-angeles-ca-112337",
  "display_name": "Oakmont Corporation",
  "summary": "Oakmont Corporation is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 1992, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 16, 2026.",
  "citation": "AdvisorCensus. Oakmont Corporation (CRD 112337): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Oakmont Corporation compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oakmont Corporation reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "Where is Oakmont Corporation located?",
      "a": "Oakmont Corporation's principal office is in Los Angeles, CA, according to its Form ADV."
    },
    {
      "q": "Is Oakmont Corporation registered with the SEC or a state?",
      "a": "Oakmont Corporation is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 112337."
    },
    {
      "q": "How much does Oakmont Corporation manage?",
      "a": "Oakmont Corporation reports $2,217,465,327 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (97% discretionary)."
    },
    {
      "q": "How have Oakmont Corporation's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Oakmont Corporation: Regulatory assets under management: $2,552,153,978 in the October 2021 data and $2,217,465,327 in the October 2026 data, down 13%. Total employees: 35 in October 2021 and 35 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Oakmont Corporation serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (63); pooled investment vehicles (other than investment companies and business development companies) (13); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Oakmont Corporation use?",
      "a": "Oakmont Corporation's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of America as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Oakmont Corporation report any disciplinary disclosures?",
      "a": "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/112337"
    },
    {
      "q": "Does Oakmont Corporation state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Oakmont typically does not require a minimum account opening balance for separately managed accounts or to invest in a Fund.\""
    },
    {
      "q": "What changed in Oakmont Corporation's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 6. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 2552153978.0,
      "total_employees": 35,
      "filing_date": "2021-05-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2865664050.0,
      "total_employees": 36,
      "filing_date": "2022-05-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 2125646052.0,
      "total_employees": 40,
      "filing_date": "2023-05-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2274771873.0,
      "total_employees": 36,
      "filing_date": "2024-05-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2226694867.0,
      "total_employees": 36,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2217465327.0,
      "total_employees": 35,
      "filing_date": "2026-07-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 6.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Oakmont typically does not require a minimum account opening balance for separately managed accounts or to invest in a Fund."
        ]
      }
    ],
    "quotes": [
      "Oakmont typically does not require a minimum account opening balance for separately managed accounts or to invest in a Fund."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Bank of America",
      "name_as_filed": "BANK OF AMERICA",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/oakmont-corporation-los-angeles-ca-112337.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 63,
      "fewer_than_5": false,
      "raum": 1476937856.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 475204000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 126521254.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 138802217.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112337",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}