Oak Mountain Advisors Llc
- Regulatory AUM
- $76.6M
- Discretionary
- $76.6M
- Clients
- 12
- Avg AUM / client
- $6.4M
- Accounts
- 25
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $33.1K | 0.04% |
| High net worth individuals | 10 | $35.6M | 46.4% |
| Pooled investment vehicles (non-investment companies) | 2 | $41.0M | 53.5% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2014 · $15.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Oak Mountain Fund, L.P. | Hedge Fund | Illinois | $15.3M | 5 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Matthew Hurst | Chief Compliance Officer/Managing Member | CFA | Dec 2012 (14y) | 50% – 75% |
| Robert Cady Bice | Managing Member | CFA | Dec 2012 (14y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $15.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Oak Mountain Fund, L.P. | Hedge Fund | $15.3M | $500K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗