Oakmont Capital Management, LLC

Oakmont Capital Management, LLC (CRD# 128939) is a financial advisory firm headquartered in Oakmont, PA. They manage $207,500,000 in 357 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $581,232
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
  • 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 - 6 of 6 top financial advisors.
1
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 20 years of experience in the finance industry.

2
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 30 years of experience in the finance industry.

3
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 35 years of experience in the finance industry.

4
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.

5
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 6 years of experience in the finance industry.

6
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 20 years of experience in the finance industry.

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