Oakmont Capital Management, LLC

Oakmont Capital Management, LLC (CRD# 128939) is a financial advisory firm headquartered in Oakmont, PA. They manage $528,412,608 in 882 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
655 Allegheny Avenue, Oakmont, PA 15139
https://www.oakmontcap.com
By the Numbers
  • Total Assets Under Management
    528
    MILLION
  • Total Number of Accounts
    882
    ACCOUNTS
  • Average Account Value
    $599,107
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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
The map below shows states where this firm has explicit registration only.

DC, FL, NH, NJ, NY, OH, PA, TX

Financial Advisors at Oakmont Capital Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
James Fornof, financial advisor Oakmont PA
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 Koteski, financial advisor Oakmont PA
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 27 years of experience in the finance industry.

3
Gina Kovatch, financial advisor Oakmont PA
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 22 years of experience in the finance industry.

4
Michael Ladakos, financial advisor Oakmont PA
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 37 years of experience in the finance industry.

5
Thomas Thompson, financial advisor Oakmont PA
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 42 years of experience in the finance industry.

6
Michael Komaniak, financial advisor Oakmont PA
Michael T. Komaniak
CRD#: 7644601
655 Allegheny Avenue, Oakmont, PA 15139

Michael Komaniak (CRD# 7644601) 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
Kyle Rioboli, financial advisor Oakmont PA
Kyle R. Rioboli
CRD#: 7363293
655 Allegheny Avenue, Oakmont, PA 15139

Kyle Rioboli (CRD# 7363293) is an Investment Advisor Representative working at Oakmont Capital Management, LLC in Oakmont, PA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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