SourcingSourcing

OAKMONT INVESTMENT ADVISORS, INC.

A65
CRD 111095·SEC 801-113803·PITTSBURGH, PA
AUM
$192.2M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$577K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
OAKMONT INVESTMENT ADVISORS, INC.
CRD
111095
SEC file #
801-113803
EIN
—
DBA names
Oak Tree Investment Advisors

Economics

AUM
$192.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$111.3M → $192.2M▲ +73%
Client mix
Individuals Other113
Individuals High Net Worth17

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
PITTSBURGH PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/17/2026
ADV-W filed at
—
Website
myoaktreeadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HEAKINS, RONALD, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HEAKINS, RONALD, EDWARD
HEAKINS, JASON, D.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MYOAKTREEADVISORS.COM
Rdap Domain Creation Date
2010-11-02T14:05:47Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2871
Soi Zip Pct 200k Plus
0.1504
Soi Zip Returns 200k Plus
770
Soi Zip Total AGI
813,952
Fdic Zip Total Deposits
7,170,355,000
Fdic Zip Branch Count
114
Fdic Zip Top Banks
PNC Bank, National Association
S&T Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Fdic Zip Branches Raw
Integra Bank/PittsburghPittsburgh, PA
Integra BankPittsburgh, PA
Fdic Zip HHI
2789.15
Fdic Zip Top Bank Share Pct
49.97
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-11-02T14:05:47Z
Rdap Domain Last Changed
2022-09-11T01:34:54Z
Rdap Nameservers
Ns61.domaincontrol.comNs62.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI12,054
Returns1,010
Stub 2
AGI48,784
Returns1,340
Stub 3
AGI51,957
Returns840
Soi Zip Total Business Income
22,042
Soi Zip Total Cap Gains
64,504
Soi Zip Total Dividends
44,178
Soi Zip Total Returns
5,120
Top Owner CRD
1007878
Trust Company Affiliate
No

People (3)

3
HEAKINS, RONALD, EDWARD
IAR · Direct Owner · 87.5%
1007878
HEAKINS, JASON, D.
IAR · Direct Owner · 37.5%
6069022
Daniel Robert Orsborn
IAR
8118241