RIA Intel›Advisers›California›OAKMONT CORPORATION

OAKMONT CORPORATION

Advisory

N·LOS ANGELES, CA

Data as of Jul 16, 2026 · Source: SEC Form ADV

Total AUM

$2.2B

1-Year AUM Growth

-2.9%

3-Year CAGR

-8.2%

Employees

6

Assets Under Management

Total AUM$2.2B

Discretionary AUM$2.2B

Non-Discretionary AUM$58M

Discretionary %97.4%

Total Clients83

Team

Total Employees6

Investment Advisers35

Employee Growth (1Y)-33.3%

Filing History

Total Filings on Record42

First FilingApr 30, 2001

Latest FilingJul 16, 2026

🔒 Full AUM trend chart and 42 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OAKMONT CORPORATION

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.