Oakmont Capital Management, LLC

Oakmont Capital Management, LLC (CRD# 128939) is a financial advisory firm headquartered in Oakmont, PA. They manage $274,500,000 in 450 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    275
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $610,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, OH, PA, TX, VA

Financial Advisors at Oakmont Capital Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
James E. Harris
CRD#: 2583821
655 Allegheny Avenue, Oakmont, PA 15139
96
Wealthminder
score

James Harris (CRD# 2583821) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has over 23 years of experience in the finance industry. James Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lawrence J. Koteski
CRD#: 2765692
655 Allegheny Avenue, Oakmont, PA 15139
96
Wealthminder
score

Lawrence Koteski (CRD# 2765692) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has over 21 years of experience in the finance industry.

3
Gina M. Kovatch
CRD#: 4492647
500 Rugh Street, Ste., 150, Greensburg, PA 15601
93
Wealthminder
score

Gina Kovatch (CRD# 4492647) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Greensburg, PA and has over 16 years of experience in the finance industry.

4
Michael G. Ladakos
CRD#: 1489417
215 Allegheny Ave., Suite 204, Oakmont, PA 15139
93
Wealthminder
score

Michael Ladakos (CRD# 1489417) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has over 31 years of experience in the finance industry.

5
Thomas S. Thompson
CRD#: 706642
215 Allegheny Ave., Suite 204, Oakmont, PA 15139
93
Wealthminder
score

Thomas Thompson (CRD# 706642) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has over 36 years of experience in the finance industry.

6
James D. Fornof
CRD#: 6333876
655 Allegheny Avenue, Oakmont, PA 15139
90
Wealthminder
score

James Fornof (CRD# 6333876) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has 1 year of experience in the finance industry.

7
Glenn C. McKenzie
CRD#: 4717514
655 Allegheny Avenue, Oakmont, PA 15139
73
Wealthminder
score

Glenn McKenzie (CRD# 4717514) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has over 7 years of experience in the finance industry.

8
Gerard J. Longo
CRD#: 2671781
215 Allegheny Ave., Suite 204, Oakmont, PA 15139
63
Wealthminder
score

Gerard Longo (CRD# 2671781) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has over 22 years of experience in the finance industry.

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