Objective Investment Advice
Everyone should have access to a dedicated Chief Investment Officer as they pursue their own definition of financial success. Founded in 2002, Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor.
With assets under advisement of approximately $8.8 billion, the firm helps clients design, implement, and oversee investment strategies aligned with their short and long-term objectives while acting in a fiduciary capacity through the consideration of both public and private securities.*
We Choose to be Independent and a Fiduciary
We are 100% owned by our individual members. We are not a subsidiary or business unit of another company. We believe this structure allows us to align our decisions directly with the best interests of our clients.
As fiduciaries, we seek to establish open and transparent relationships that are collegial and long-term in nature. We do not sell any products for a commission or sales charge.
Why People Work with Oakmont Capital Management, LLC
People engage Oakmont Capital Management, LLC as an investment advisor for a variety of reasons. Below are the primary ones we believe drive long-term client relationships:
- Independent, fee-only advisor operating under a fiduciary standard of care.
- Experience advising both high-net-worth families and institutions.
- Investment Committee members average +20 years of industry experience.
- No proprietary investment products, allowing for an more objective approach to investment selection.
- Expertise in Private Equity, Venture Capital, and Private Real Estate.
- Willing to employ both Active and Passive investment strategies.
- Provides coordination with legal, tax, and other advisors as needed.
Who We Serve: Families and Institutions
With our headquarters located in Oakmont, Pennsylvania, we work with people and institutions nationally. Our targeted clients include:
- Families with $1 million or more in investable assets who require coordinated wealth management and long-term financial planning.
- Institutions with at least $10 million in investable assets seeking OCIO services to support their staff, investment committees, and trustees with portfolio operations and investment management.
- Multi-generational family offices that invest for current and future generations through a consolidated approach that is integrated with their legal, tax, and philanthropic planning efforts.
We enjoy meeting new people and welcome all discussions. If you would like to learn more about Oakmont Capital Management, LLC, please reach out to us at (412) 828-5550 or advisor@oakmontcap.com.
*Assets Under Advisement or AUA is calculated as of September 30, 2025. For more information, please refer to the Form ADV Part 2A for Oakmont Capital Management, LLC.