Nathan C. Oakley

MOUNTAIN PACIFIC INVESTMENT ADVISERS

Boise, ID 83702

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CRD#: 7066661

Professional summary

Nathan Christian Oakley, who also goes by Nathan C Oakley, is a registered financial advisor currently at MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC located in Boise, Idaho.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Nathan has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan C Oakley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Nathan Oakley is a 50% owner of a multi-family real estate property located in Cleveland, Ohio through Camas Capital LLC. Nathan Oakley is the sole member in Camas Capital LLC. The address of Camas Capital LLC is 3280 E. Bayberry Court Boise, ID 83706. The LLC was formed in 2011 for the purpose of real estate investment. Nathan devotes approximately 5 hours a month to this business and less than 1-2 hours per month during securities trading hours. Nathan's duties relating to this business include real estate investment oversight.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Christian Oakley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 26, 2019 - Present

MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

Office #1: 877 West Main Street Suite 704, Boise, ID 83702

RIA

CRD#: 104749

Boise, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

MOUNTAIN PACIFIC INVESTMENT ADVISERS INC | MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

CRD#: 104749 / SEC#: 801-12784

RIA

Registered Investment Advisory firm - (2/12/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(2/26/2019)

IAR

Texas
(5/16/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

MOUNTAIN PACIFIC INVESTMENT ADVISERS INC | MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

CRD#: 104749 / SEC#: 801-12784

RIA

Registered Investment Advisory firm - (2/12/1977 Approved)

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Contact information

Main Address

877 West Main Street Suite 704, Boise, ID 83702

Mailing Address

Phone number

(208) 336-1422

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MOUNTAIN PACIFIC INVESTMENT ADVISERS BROCHURE (3/6/2025)

Regulatory assets under management

Total Number of Accounts	805
AUM (Assets Under Management)	$ 1,748,422,067

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Nathan C. Oakley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Christian Oakley's CRS (Customer Relationship Summary).

Certified licenses

Experience

MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

Primary Firm SEC Registration

MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

State Registrations and Notice Filings

Exams

Current Firm

MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC

TRUST BUT VERIFY

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