OAKMONT FINANCIAL SERVICES, L.L.C.

OAKMONT FINANCIAL SERVICES, L.L.C. is an SEC-registered investment adviser (CRD 115291). Regulatory assets under management: $37.6M.

Registration

• CRD: 115291
• Type: Registered investment adviser
• Phone: 972-569-7167
• Latest filing: 2026-07-23
• Regulatory AUM: $37.6M
• Discretionary AUM: $37.6M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115291 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search