Oakmont Corporation

RIASEC Registered

Total AUM

$2.2B

Discretionary

$2.2B

97% of AUM

Avg account

$25.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 112337
Registered since: September 3, 1992
Custodians: BANK OF AMERICA
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI66.6%
Pooled Investment Vehicles21.43%
Corporations / Businesses6.26%
Charitable Organizations5.71%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Oakmont Corporation is an independent registered investment adviser that has been SEC-registered since 1992. It serves both individual and family clients as well as institutional investors and operates as a capital allocator and manager/sponsor of pooled vehicles. Advisory services include financial planning and portfolio management for individuals, small businesses, pooled investment vehicles and institutions, along with selection of other advisers. The firm also has CPO/CTA activity and acts as sponsor, general partner or managing member of pooled investment vehicles. Fee arrangements span percentage of AUM, fixed fees and performance-based fees.