# Oakmont Financial Services

Oakmont Financial Services is a RIA based in Mckinney, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Mckinney, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** oakmontfinancial.com

## Regulatory record

- **CRD number:** 115291
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/115291

## About

OAKMONT FINANCIAL SERVICES, L.L.C. is a state-registered investment adviser in MCKINNEY, TX. The firm manages approximately $38 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Does Oakmont Financial Services invest directly or through fund commitments?

Single-family offices of Oakmont's profile often maintain a flexible mandate that permits both direct co-investments in operating companies and real assets, as well as limited-partner commitments to external private equity, venture capital, and hedge fund managers. The precise balance between direct and indirect investment at Oakmont has not been made public.

## Related profiles

- [Lager & Company](https://altss.com/profile/lager-and-company-inc)
- [Deep Blue Investment Advisors](https://altss.com/profile/deep-blue-investment-advisors)

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Last updated: 2026-07-06T01:24:22.248Z

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