$37.6M Total AUM
$37.6M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
25 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-18-2001
- Office Locations
- 1
Office Locations
-- Mckinney TX
About Oakmont Financial Services, L.l.c.
Oakmont Capital Services provides equipment financing and working capital loans for small and mid-sized businesses nationwide, including custom partner programs for manufacturers and dealers. The team pairs relationship-driven support with a tech-forward process—short online application, DocuSign e-docs and online notary—and can fund vendors electronically in as little as 24 hours.
Team overview
-- AVG AGE
$37.6M AVG AUM / ADVISOR
$626.5K AVG AUM / CLIENT
25 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
STEVEN MICHAEL PIERCE
Manager, Registered Investment Advisor
- CRD
- #1253275
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,589,020 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,589,020 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Derivatives:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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