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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
3 firms manage $3.3B
| AUM trail | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1Oakmont Capital Management, LLCOakmont, PA | PA | $3.1B | +390% | 324 | $3M | 16 | PNC Wealth Management; U.S. Bank; Charles Schwab; The Huntington National Bank | |
| 2Hunt Investment Management, LLCNew York, NY | NY | $118M | −8.7% | 3 | $39M | 21 | – | |
| 3Hunt Capital Management, LLCNew York, NY | NY | $102M | +2.1% | 1 | $102M | 21 | – |