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OAKMONT CAPITAL MANAGEMENT, LLC
CRD 128939 · SEC 801-71287
856 ALLEGHENY RIVER BLVD, OAKMONT, PA, 15139, United States
Phone
(412) 828-5550
Fax
(866) 645-8396
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.09B
Discretionary AUM
$532.1M
Team
19 total employees; 16 advisory reps; 22 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 169 | $45.8M |
| High net worth individuals | 117 | $453.0M |
| Pension/profit sharing plans | 5 | $762.6M |
| Charitable organizations | 8 | $1.06B |
| State/municipal entities | 22 | $47.8M |
| Corporations/business entities | 3 | $717.8M |
States served
CA, GA, NJ, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD