Oakmont Capital Management, LLC

Oakmont Capital Management, LLC (CRD# 128939) is a financial advisory firm headquartered in Oakmont, PA. They manage $400,680,709 in 808 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    401
    MILLION
  • Total Number of Accounts
    808
    ACCOUNTS
  • Average Account Value
    $495,892
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, NH, NJ, NY, OH, PA, TX

Financial Advisors at Oakmont Capital Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
James D. Fornof
CRD#: 6333876
655 Allegheny Avenue, Oakmont, PA 15139

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.

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

Lawrence Koteski (CRD# 2765692) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has over 24 years of experience in the finance industry.

3
Gina M. Kovatch
CRD#: 4492647
655 Allegheny Avenue, Oakmont, PA 15139

Gina Kovatch (CRD# 4492647) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has over 18 years of experience in the finance industry.

4
Michael G. Ladakos
CRD#: 1489417
655 Allegheny Ave., Oakmont, PA 15139

Michael Ladakos (CRD# 1489417) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has over 34 years of experience in the finance industry.

5
Gerard J. Longo
CRD#: 2671781
655 Allegheny Ave., Oakmont, PA 15139

Gerard Longo (CRD# 2671781) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has over 24 years of experience in the finance industry.

6
Thomas S. Thompson
CRD#: 706642
655 Allegheny Ave., Oakmont, PA 15139

Thomas Thompson (CRD# 706642) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has over 39 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.