# Oakmont Corporation

> 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.

- CRD: 112337
- Filed as: OAKMONT CORPORATION
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112337
- AdvisorCensus page: https://advisorcensus.com/firm/oakmont-corporation-los-angeles-ca-112337

## Quick answers

**How is Oakmont Corporation compensated?**
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.

**Where is Oakmont Corporation located?**
Oakmont Corporation's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Oakmont Corporation registered with the SEC or a state?**
Oakmont Corporation is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 112337.

**How much does Oakmont Corporation manage?**
Oakmont Corporation reports $2,217,465,327 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (97% discretionary).

**How have Oakmont Corporation's assets and staff changed since 2021?**
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.

**What types of clients does Oakmont Corporation serve?**
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).

**Which custodians does Oakmont Corporation use?**
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.

**Does Oakmont Corporation 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/112337

**Does Oakmont Corporation state an account minimum?**
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."

**What changed in Oakmont Corporation's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> Oakmont typically does not require a minimum account opening balance for separately managed accounts or to invest in a Fund.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bank of America

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: $2,217,465,327
- Discretionary: $2,159,534,158
- Non-discretionary: $57,931,169

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | 63 | $1,476,937,856 |
| Pooled investment vehicles (other than investment companies and business development companies) | 13 | $475,204,000 |
| Charitable organizations | Fewer than 5 | $126,521,254 |
| Corporations or other businesses not listed above | 5 | $138,802,217 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1992 (34 years)
- Employees: 35 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @oakmont-corporation

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,552,153,978 | 35 | May 4, 2021 |
| October 2022 | $2,865,664,050 | 36 | May 3, 2022 |
| October 2023 | $2,125,646,052 | 40 | May 10, 2023 |
| October 2024 | $2,274,771,873 | 36 | May 16, 2024 |
| October 2025 | $2,226,694,867 | 36 | March 31, 2025 |
| October 2026 | $2,217,465,327 | 35 | July 16, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 6.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oakmont Corporation (CRD 112337): Form ADV filing data as of October 2026.