O
CRD: 112337
Oakmont Corporation
LOS Angeles, CA, 90071
2138916300
$2.2B Total AUM
$2.2B Disc. AUM
-- 3Y CAGR
35 Employees
84 ADV. Clients
33 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bank OF America · Citibank · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-03-1992
- Office Locations
- 4
Office Locations
515 S. Flower Street Suite 4150 LOS Angeles CA
598, 865 S Figueroa, ST Unit 700 South Park LOS Angeles CA
-- LOS Angeles CA
About Oakmont Corporation
Oakmont Corporation is a LOS Angeles-based RIA with 4 offices. The firm has been operating for 33 years. Managing $2.2B in total assets under management, with 6 advisory representatives. They custody assets with Bank OF America and Citibank. Services offered include Estate Planning, Financial Planning.
Team overview
46 AVG AGE
$369.6M AVG AUM / ADVISOR
$26.4M AVG AUM / CLIENT
6.1 yrs AVG TENURE
35 Employees
6 Advisory Reps
0 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Quantum timber Fusion Vertex radial Value Element Harbor signal
Investment Themes
Foundation Prime
Investment Vehicles
Frontier quantum Vertex insight
Services
Beacon wave Vertex
Owner & Executives
J
JONATHAN SUTTON DAY
--
- CRD
- --
- Ownership
- 25% but less than 50%
(439) 692-4617
harbor.peak@oakcapital.com
in linkedin.com/in/unison-matrix
P
PETER WELDON CARLTON
Chief Executive Officer, Chief Investment Officer, Manager, President
- CRD
- --
- Ownership
- Less than 5%
(868) 482-2789
horizon.fusion@optimacapital.com
in linkedin.com/in/meridian-ridge
V
Vital capital
Signal unison fusion
- CRD
- #66872
- Ownership
- 36.8%
(734) 356-9867
signal.horizon@capitalcapital.com
in linkedin.com/in/eagle-zenith
Showing 2 of 5 owners & executives
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R
Ron Adelhelm
Chief Financial Officer
- CRD
- --
(830) 500-7376
alpha.summit@meridiancapital.com
in linkedin.com/in/vital-harbor
P
PETER WELDON CARLTON
Chief Executive Officer, Chief Investment Officer, Manager, President
- CRD
- --
(359) 595-8989
vital.wave@matrixcapital.com
in linkedin.com/in/pioneer-crest
T
Timber glacier
Catalyst momentum
- CRD
- #53169
(637) 952-7127
timber.north@timbercapital.com
in linkedin.com/in/peak-vital
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,159,534,158 | $26,018,484 |
| Non-Discretionary | $57,931,169 | $14,482,792 |
| Total | $2,217,465,327 | $25,488,107 |
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Separately Managed Accounts
Total SMA Asset: $1,742,261,327
Equity - Exchange:
14.1% Private Funds:
30.6% Other:
14.4% Equity - OTC:
7.0% Cash:
16.2% Municipal Bonds:
17.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $376,696,509 | 14.1% |
| Private Funds | $817,511,572 | 30.6% |
| Other | $384,711,328 | 14.4% |
| Equity - OTC | $187,012,451 | 7.0% |
| Cash | $432,800,244 | 16.2% |
| Municipal Bonds | $472,874,341 | 17.7% |
| Total | $2,671,606,445 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE TIMBER SUMMIT | CATALYST ATLAS | 2U33V5I4S | DQQV | 3.57% | $61,481,967 |
| RIDGE PIONEER | PIONEER HORIZON | 9XNGRR5JY | SZJEE | 8.90% | $48,675,421 |
| CATALYST PEAK | PRIME ALPHA | L9LIIANDG | ULYQX | 2.97% | $74,362,406 |
| TIMBER PIONEER | FRONTIER VERTEX | TACPG55CB | BUH | 10.60% | $45,103,031 |
| FOUNDATION ALPHA FUSION | MERIDIAN VALUE | Q65O18IEV | RSCW | 12.16% | $90,258,489 |
| BRIDGE ALPHA | ELEMENT MERIDIAN | 22GDWKEZ8 | HNRY | 11.58% | $98,159,117 |
| GLACIER GLACIER CATALYST | PATHWAY VERTEX | GWW3WEHRV | RDSM | 10.25% | $57,052,502 |
| ALPHA DELTA | MOMENTUM ALPHA | JZYIOLRTK | IPR | 10.34% | $13,885,299 |