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OAKMONT CAPITAL MANAGEMENT, LLC

OAKMONT, PA · CRD 128939 · IAPD ↗ · (412) 828-5550

$3.09BRegulatory AUM
16Advisory reps
19Employees
22Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
December 2025 — OAKMONT CAPITAL MANAGEMENT, LLC notice-filed in CA, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
80
December 2025 — OAKMONT CAPITAL MANAGEMENT, LLC grew from 6 to 16 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
December 2025 — OAKMONT CAPITAL MANAGEMENT, LLC crossed $1B in regulatory AUM ($630.6M -> $3.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2024 — OAKMONT CAPITAL MANAGEMENT, LLC notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — OAKMONT CAPITAL MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — OAKMONT CAPITAL MANAGEMENT, LLC crossed $500M in regulatory AUM ($455.6M -> $528.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2024 — OAKMONT CAPITAL MANAGEMENT, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.