OAKMONT INVESTMENT ADVISORS, INC.
Legal name: OAK TREE INVESTMENT ADVISORS
CRD #111095 SEC #801-113803 PITTSBURGH, PA 412-802-8358
SEC Registered
Total AUM
$164.1M
Discretionary
$164.1M
Employees
2
Clients
--
Accounts
214
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $164.1M | $164.1M | $0 | 2 | 0 |
| Mar 2024 | $150M | $150M | $0 | 2 | 0 |
| Feb 2023 | $142.1M | $142.1M | $0 | 2 | 0 |
| Mar 2022 | $148.1M | $148.1M | $0 | 2 | 0 |
| Jan 2022 | $133.1M | $133.1M | $0 | 3 | 0 |
| Feb 2021 | $133.1M | $133.1M | $0 | 3 | 0 |
| Jun 2020 | $126.2M | $126.2M | $0 | 3 | 0 |
| Mar 2020 | $126.2M | $126.2M | $0 | 3 | 0 |
| Jun 2019 | $111.3M | $111.3M | $0 | 3 | 0 |
| Jan 2019 | $111.3M | $111.3M | $0 | 3 | 0 |
| Jul 2018 | $115M | $115M | $0 | 3 | 0 |
| Jun 2012 | $76.7M | $76.7M | $0 | 1 | 300 |
| May 2012 | $76.7M | $76.7M | $0 | 1 | 300 |
| Apr 2012 | $76.7M | $76.7M | $0 | 1 | 300 |
| Mar 2012 | $76.7M | $76.7M | $0 | 1 | 300 |
| Mar 2011 | $59.8M | $59.8M | $0 | 5 | -- |
| Sep 2010 | $55.1M | $55.1M | $0 | 5 | -- |
| Mar 2010 | $55.1M | $55.1M | $0 | 5 | -- |
| Sep 2009 | $44.9M | $44.9M | $0 | 5 | -- |
| Mar 2008 | $55.6M | $55.6M | $0 | 5 | -- |
| Aug 2007 | $53M | $53M | $0 | 5 | -- |
| Mar 2007 | $53M | $53M | $0 | 5 | -- |
| Mar 2006 | $53M | $53M | $0 | 5 | -- |
| Sep 2005 | $58.9M | $58.3M | $600K | 5 | -- |
| Mar 2002 | $53M | $52M | $1M | 5 | -- |
| Jun 2001 | $60M | $60M | $0 | 5 | -- |
DateFeb 2025
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$142.1M
Discretionary$142.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$148.1M
Discretionary$148.1M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees3
Clients0
DateJun 2019
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees3
Clients0
DateJan 2019
Total AUM$111.3M
Discretionary$111.3M
Non-Disc.$0
Employees3
Clients0
DateJul 2018
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees3
Clients0
DateJun 2012
Total AUM$76.7M
Discretionary$76.7M
Non-Disc.$0
Employees1
Clients300
DateMay 2012
Total AUM$76.7M
Discretionary$76.7M
Non-Disc.$0
Employees1
Clients300
DateApr 2012
Total AUM$76.7M
Discretionary$76.7M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$76.7M
Discretionary$76.7M
Non-Disc.$0
Employees1
Clients300
DateMar 2011
Total AUM$59.8M
Discretionary$59.8M
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$44.9M
Discretionary$44.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$55.6M
Discretionary$55.6M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$58.9M
Discretionary$58.3M
Non-Disc.$600K
Employees5
Clients--
DateMar 2002
Total AUM$53M
Discretionary$52M
Non-Disc.$1M
Employees5
Clients--
DateJun 2001
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--