OAKMONT CORPORATION

CRD 112337 · SEC 801-42175

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515 S. FLOWER STREET, SUITE 4150, LOS ANGELES, CA, 90071, United States

Phone

213-891-6300

Fax

213-891-6330

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.22B

Discretionary AUM

$2.16B

Team

35 total employees; 6 advisory reps; 3 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Corporation

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
High net worth individuals	63	$1.48B
Pooled investment vehicles	13	$475.2M
Corporations/business entities	5	$138.8M

States served

All web addresses on file

https://www.linkedin.com/company/oakmont-corporation/

Official SEC filing: View on IAPD