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OAKMONT CAPITAL MANAGEMENT, LLC
CRD 128939File 801-71287
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.OAKMONTCAP.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $3,141,475,255 | $3,086,575,180 | decreased by$54,900,075 |
| Apr 1, 2026 | Accounts | 975 | 994 | increased by19 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 10 | 19 | increased by9 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 297 | 324 | increased by27 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $630,551,738 | $3,141,475,255 | increased by$2,510,923,517 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 1,011 | 975 | decreased by36 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $473,365,563 | $630,551,738 | increased by$157,186,175 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 768 | 1,011 | increased by243 |
| Apr 1, 2022 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2022 | Clients | 355 | 297 | decreased by58 |
| Apr 1, 2022 | AUM | $487,936,810 | $473,365,563 | decreased by$14,571,247 |
| Apr 1, 2022 | Accounts | 855 | 768 | decreased by87 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OAKMONT CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OAKMONT CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.