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OAKMONT CAPITAL MANAGEMENT, LLC
CRD 128939File 801-71287
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.09B
Top 25% of cohort (national)
Discretionary AUM
$532.1M
Non-discretionary $2.55B
Clients
324
994 accounts
Employees
19
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 6, 2010
- Principal office
- 856 ALLEGHENY RIVER BLVD, OAKMONT, PA, 15139
- Phone
- (412) 828-5550
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.09B
- Discretionary AUM
- $532.1M
- Non-discretionary AUM
- $2.55B
- Discretionary accounts
- 914
- Non-discretionary accounts
- 80
- Total accounts
- 994
- AUM per client
- $9.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $717.8M |
| Charitable organizations | 8 | $1.06B |
| High net worth individuals | 117 | $453.0M |
| Pension and profit sharing plans | 5 | $762.6M |
| State or municipal government entities | 22 | $47.8M |
| Individuals (other than high net worth individuals) | 169 | $45.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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.