OAKMONT CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2010

Total AUM

$3.1B

Discretionary

$532M

17% of AUM

Avg account

$3.1M

Accounts

994

Employees

Advisory reps

Firm details

Headquarters: OAKMONT, Pennsylvania
CRD number: 128939
Registered since: April 6, 2010
Website: www.oakmontcap.com
Custodians: PNC WEALTH MANAGEMENT LLC, U.S. BANK, N.A., CHARLES SCHWAB & CO., INC., THE HUNTINGTON INVESTMENT COMPANY
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations34.33%
Pension & Profit Sharing Plans24.71%
Corporations / Businesses23.26%
HNWI14.67%
State / Municipal Government1.55%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Oakmont Capital Management, LLC is an independent registered investment adviser that functions as a capital allocator for both high-net-worth individuals and institutional clients. Founded in 2010 and owned by an individual, the firm blends traditional investment management and financial planning with the selection and oversight of third‑party managers. Fee arrangements are a mix of percentage-of-AUM and fixed fees, and the firm provides discretionary and non‑discretionary portfolio management alongside pension consulting and adviser‑selection services. Investment activity centers on a core sleeve of public funds and mutual funds complemented by allocations to a range of alternative strategies. The firm is not listed as an active ESG investor. Its client work spans individual and family relationships as well as business and institutional mandates, and the firm’s structure supports both direct portfolio management and outsourced manager relationships.