# Oakmont Financial Services, L.L.C.

> Oakmont Financial Services, L.L.C. is a state-registered investment advisory firm in Santa Fe, NM, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 115291
- Filed as: OAKMONT FINANCIAL SERVICES, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Fe, NM
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/115291
- AdvisorCensus page: https://advisorcensus.com/firm/oakmont-financial-services-l-l-c-santa-fe-nm-115291

## Quick answers

**How is Oakmont Financial Services, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Oakmont Financial Services, L.L.C. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Oakmont Financial Services, L.L.C. located?**
Oakmont Financial Services, L.L.C.'s principal office is in Santa Fe, NM, according to its Form ADV.

**Is Oakmont Financial Services, L.L.C. registered with the SEC or a state?**
Oakmont Financial Services, L.L.C. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 115291.

**How much does Oakmont Financial Services, L.L.C. manage?**
Oakmont Financial Services, L.L.C. reports $37,589,020 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary).

**What types of clients does Oakmont Financial Services, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60).

**Does Oakmont Financial Services, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/115291

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $37,589,020
- Discretionary: $37,589,020
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $37,589,020 |

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

### Firm details
- Registered since: 2002 (24 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oakmont Financial Services, L.L.C. (CRD 115291): Form ADV filing data as of October 2026.