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OAKMONT CORPORATION
CRD 112337File 801-42175
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.22B
Top 25% of cohort (national)
Discretionary AUM
$2.16B
Non-discretionary $57.9M
Clients
81
87 accounts
Employees
35
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 3, 1992
- Principal office
- 515 S. FLOWER STREET, SUITE 4150, LOS ANGELES, CA, 90071
- Phone
- 213-891-6300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.22B
- Discretionary AUM
- $2.16B
- Non-discretionary AUM
- $57.9M
- Discretionary accounts
- 83
- Non-discretionary accounts
- 4
- Total accounts
- 87
- AUM per client
- $27.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $138.8M |
| Charitable organizations | Fewer than 5 | $126.5M |
| High net worth individuals | 63 | $1.48B |
| Pooled investment vehicles | 13 | $475.2M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.