OAKMONT CAPITAL MANAGEMENT, LLC
CRD #128939 SEC #801-71287 OAKMONT, PA (412) 828-5550
SEC Registered
Total AUM
$3.1B
Discretionary
$512.5M
Employees
19
Clients
26
Accounts
975
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $3.1B | $512.5M | $2.6B | 19 | 20 |
| Oct 2025 | $3.1B | $512.5M | $2.6B | 19 | 20 |
| Mar 2025 | $630.6M | $470.5M | $160.1M | 10 | 0 |
| Aug 2024 | $528.4M | $393.4M | $135M | 11 | 0 |
| May 2024 | $528.4M | $393.4M | $135M | 11 | 0 |
| Mar 2024 | $528.4M | $393.4M | $135M | 11 | 0 |
| May 2023 | $455.6M | $341.1M | $114.6M | 8 | 0 |
| Mar 2023 | $455.6M | $341.1M | $114.6M | 8 | 0 |
| Mar 2022 | $473.4M | $361.3M | $112.1M | 8 | 0 |
| Apr 2021 | $487.9M | $337.8M | $150.2M | 7 | 0 |
| Mar 2021 | $487.9M | $337.8M | $150.2M | 7 | 0 |
| Nov 2020 | $400.7M | $282M | $118.7M | 7 | 0 |
| Jul 2020 | $400.7M | $282M | $118.7M | 7 | 0 |
| Jun 2020 | $400.7M | $282M | $118.7M | 7 | 0 |
| Jun 2020 | $400.7M | $282M | $118.7M | 7 | 0 |
| Mar 2020 | $400.7M | $282M | $118.7M | 7 | 0 |
| Oct 2019 | $352.2M | $240.2M | $112M | 7 | 0 |
| Sep 2019 | $352.2M | $240.2M | $112M | 7 | 0 |
| Mar 2019 | $352.2M | $240.2M | $112M | 7 | 0 |
| Apr 2018 | $322.4M | $235.8M | $86.6M | 6 | 0 |
| Mar 2018 | $322.4M | $235.8M | $86.6M | 6 | 0 |
| Mar 2017 | $274.5M | $181.5M | $93M | 9 | 200 |
| Mar 2016 | $207.5M | $112M | $95.5M | 6 | 200 |
| Nov 2015 | $185.5M | $90.8M | $94.7M | 6 | 200 |
| Jul 2015 | $185.5M | $90.8M | $94.7M | 6 | 200 |
| Mar 2015 | $185.5M | $90.8M | $94.7M | 6 | 200 |
| Dec 2014 | $154.1M | $77.9M | $76.2M | 6 | 200 |
| Oct 2014 | $154.1M | $77.9M | $76.2M | 6 | 200 |
| Mar 2014 | $154.1M | $77.9M | $76.2M | 6 | 200 |
| Mar 2013 | $116M | $59.9M | $56.1M | 5 | 26 |
| Mar 2012 | $100.1M | $50.4M | $49.7M | 1 | 26 |
| Aug 2011 | $50.3M | $47.1M | $3.2M | 5 | -- |
| Mar 2011 | $50.3M | $47.1M | $3.2M | 5 | -- |
DateNov 2025
Total AUM$3.1B
Discretionary$512.5M
Non-Disc.$2.6B
Employees19
Clients20
DateOct 2025
Total AUM$3.1B
Discretionary$512.5M
Non-Disc.$2.6B
Employees19
Clients20
DateMar 2025
Total AUM$630.6M
Discretionary$470.5M
Non-Disc.$160.1M
Employees10
Clients0
DateAug 2024
Total AUM$528.4M
Discretionary$393.4M
Non-Disc.$135M
Employees11
Clients0
DateMay 2024
Total AUM$528.4M
Discretionary$393.4M
Non-Disc.$135M
Employees11
Clients0
DateMar 2024
Total AUM$528.4M
Discretionary$393.4M
Non-Disc.$135M
Employees11
Clients0
DateMay 2023
Total AUM$455.6M
Discretionary$341.1M
Non-Disc.$114.6M
Employees8
Clients0
DateMar 2023
Total AUM$455.6M
Discretionary$341.1M
Non-Disc.$114.6M
Employees8
Clients0
DateMar 2022
Total AUM$473.4M
Discretionary$361.3M
Non-Disc.$112.1M
Employees8
Clients0
DateApr 2021
Total AUM$487.9M
Discretionary$337.8M
Non-Disc.$150.2M
Employees7
Clients0
DateMar 2021
Total AUM$487.9M
Discretionary$337.8M
Non-Disc.$150.2M
Employees7
Clients0
DateNov 2020
Total AUM$400.7M
Discretionary$282M
Non-Disc.$118.7M
Employees7
Clients0
DateJul 2020
Total AUM$400.7M
Discretionary$282M
Non-Disc.$118.7M
Employees7
Clients0
DateJun 2020
Total AUM$400.7M
Discretionary$282M
Non-Disc.$118.7M
Employees7
Clients0
DateJun 2020
Total AUM$400.7M
Discretionary$282M
Non-Disc.$118.7M
Employees7
Clients0
DateMar 2020
Total AUM$400.7M
Discretionary$282M
Non-Disc.$118.7M
Employees7
Clients0
DateOct 2019
Total AUM$352.2M
Discretionary$240.2M
Non-Disc.$112M
Employees7
Clients0
DateSep 2019
Total AUM$352.2M
Discretionary$240.2M
Non-Disc.$112M
Employees7
Clients0
DateMar 2019
Total AUM$352.2M
Discretionary$240.2M
Non-Disc.$112M
Employees7
Clients0
DateApr 2018
Total AUM$322.4M
Discretionary$235.8M
Non-Disc.$86.6M
Employees6
Clients0
DateMar 2018
Total AUM$322.4M
Discretionary$235.8M
Non-Disc.$86.6M
Employees6
Clients0
DateMar 2017
Total AUM$274.5M
Discretionary$181.5M
Non-Disc.$93M
Employees9
Clients200
DateMar 2016
Total AUM$207.5M
Discretionary$112M
Non-Disc.$95.5M
Employees6
Clients200
DateNov 2015
Total AUM$185.5M
Discretionary$90.8M
Non-Disc.$94.7M
Employees6
Clients200
DateJul 2015
Total AUM$185.5M
Discretionary$90.8M
Non-Disc.$94.7M
Employees6
Clients200
DateMar 2015
Total AUM$185.5M
Discretionary$90.8M
Non-Disc.$94.7M
Employees6
Clients200
DateDec 2014
Total AUM$154.1M
Discretionary$77.9M
Non-Disc.$76.2M
Employees6
Clients200
DateOct 2014
Total AUM$154.1M
Discretionary$77.9M
Non-Disc.$76.2M
Employees6
Clients200
DateMar 2014
Total AUM$154.1M
Discretionary$77.9M
Non-Disc.$76.2M
Employees6
Clients200
DateMar 2013
Total AUM$116M
Discretionary$59.9M
Non-Disc.$56.1M
Employees5
Clients26
DateMar 2012
Total AUM$100.1M
Discretionary$50.4M
Non-Disc.$49.7M
Employees1
Clients26
DateAug 2011
Total AUM$50.3M
Discretionary$47.1M
Non-Disc.$3.2M
Employees5
Clients--
DateMar 2011
Total AUM$50.3M
Discretionary$47.1M
Non-Disc.$3.2M
Employees5
Clients--