Oakmont Investment Advisors, Inc.
● SEC registered since 2018CRD 111095SEC# 801-113803Pittsburgh, PA
Reg. AUM
$192.2M
Employees
5
Accounts
273
Location
Pittsburgh, PA
Oakmont Investment Advisors, Inc. assets under management
Oakmont Investment Advisors, Inc. is a registered investment adviser overseen by the SEC based in Pittsburgh, PA. The firm has been registered since 2018. It reports $192.2 million in regulatory assets under management and employs 5 people.
Oakmont Investment Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason D. Heakins Control | Vice President | 25-50% | 2013 |
| Ronald Edward Heakins Control | President And Chief Compliance Officer | Over 75% | 2008 |
Frequently asked questions
How much does Oakmont Investment Advisors, Inc. manage?
Oakmont Investment Advisors, Inc. reports $192.2 million in regulatory assets under management on its Form ADV.
How many employees does Oakmont Investment Advisors, Inc. have?
Oakmont Investment Advisors, Inc. reports 5 employees.
Where is Oakmont Investment Advisors, Inc. located?
Oakmont Investment Advisors, Inc. is based in Pittsburgh, PA and has been SEC-registered since 2018.
Does Oakmont Investment Advisors, Inc. disclose fund performance?
Oakmont Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 731 S. Aiken Ave, Pittsburgh, PA 15232 |
| Phone | 412-802-8358 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192.2M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$192.2Mregulatory AUM
Discretionary $192.2M