{
  "crd_number": 327251,
  "slug": "oaknest-capital-management-llc-la-mirada-ca-327251",
  "primary_business_name": "OAKNEST CAPITAL MANAGEMENT, LLC",
  "legal_name": "OAKNEST CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "La Mirada",
  "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": "exempt",
  "registration_status": "State ERA - ACTIVE",
  "registration_date": "2026-09-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2023-06-30",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327251",
  "city_as_filed": "LA MIRADA",
  "url": "https://advisorcensus.com/firm/oaknest-capital-management-llc-la-mirada-ca-327251",
  "display_name": "Oaknest Capital Management, LLC",
  "summary": "Oaknest Capital Management, LLC is an exempt reporting adviser in La Mirada, CA, filing reports since 2026. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Oaknest Capital Management, LLC (CRD 327251): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Oaknest Capital Management, LLC located?",
      "a": "Oaknest Capital Management, LLC's principal office is in La Mirada, CA, according to its Form ADV."
    },
    {
      "q": "How does Oaknest Capital Management, LLC report to regulators?",
      "a": "Oaknest Capital Management, LLC is an exempt reporting adviser, filing reports since 2026. Exempt reporting advisers file a shorter Form ADV. Status as filed: State ERA - ACTIVE. CRD 327251."
    },
    {
      "q": "Does Oaknest Capital Management, LLC report any disciplinary disclosures?",
      "a": "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/327251"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/oaknest-capital-management-llc-la-mirada-ca-327251.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": false,
  "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/327251",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}