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OAK TREE INVESTMENT ADVISORS
Legal name: OAKMONT INVESTMENT ADVISORS, INC.
CRD 111095File 801-113803
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$192.2M
Below cohort median (national)
Discretionary AUM
$192.2M
Clients
130
273 accounts
Employees
5
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Aug 9, 2018
- Principal office
- 731 S. AIKEN AVE, PITTSBURGH, PA, 15232
- Phone
- 412-802-8358
- Website
- HTTP://MYOAKTREEADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $192.2M
- Discretionary AUM
- $192.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 273
- Non-discretionary accounts
- 0
- Total accounts
- 273
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $10.7M |
| High net worth individuals | 17 | $138.8M |
| Pension and profit sharing plans | Fewer than 5 | $13.3M |
| Individuals (other than high net worth individuals) | 113 | $29.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.