Oakmont Capital Management

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Last updated: December 6th, 2019. Data source: SEC filings.

Oakmont Capital Management, federally registered in 2010, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 6 advisors. Oakmont Capital Management manages $352.2 million and provides investment advisory services for 338 clients (1:57 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 8
Percentage of Advisors Trusted 100%
Minimum Investment $500,000
Average Client Balance $1,041,895
Total AUM $352.2 million
Advisor / Client Ratio 1:57
Headquarters Oakmont, PA
SEC Filings Forms and Brochures    (CRD # 128939)
State(s) Registered FL, NJ, OH, PA, TX, VA

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