Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor providing private wealth management, institutional investment consulting, and outsourced Chief Investment Officer (OCIO) services.
With assets under advisement of approximately $8.8 billion, clients include high-net-worth families, retirement plan sponsors, and nonprofit organizations such as endowments and foundations.* Through the use of both public and private securities, we help clients design, implement, and oversee investment strategies aligned with their short and long-term objectives while acting in a fiduciary capacity.
Wealth Management
Tailored portfolios designed to meet specific investment objectives, tax initiatives, and estate planning needs.
OCIO Services
Investment programs developed for corporate retirement plans, charitable entities, and public funds.
Family Office
Stewardship for current and future generations that incorporate family-owned businesses and philanthropic initiatives.
We Choose to be Independent and a Fiduciary
Founded in 2002, we are not a subsidiary or business unit of another company. We are independent and owned outright by our individual members.
As a fiduciary, 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.
We believe everyone should have access to a dedicated Chief Investment Officer as they pursue their own definition of financial success. This includes new investors and sophisticated ones.
Who We Serve: Families and Institutions
With our headquarters located in Oakmont, Pennsylvania and a secondary office in Pittsburgh, PA, we work with a variety of people and institutions from around the world. 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.
- Multi-generational family offices that invest through a consolidated approach that is integrated with their legal, tax, and philanthropic planning.
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 factors we believe drive long-term client relationships:
- Independent, fee-only advisor operating under a fiduciary standard of care.
- Experience advising both institutional and private wealth clients.
- 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, Private Real Estate, and Commodities.
- Willing to employ both Active and Passive investment strategies.
- Provides coordination with legal, tax, and other advisors as needed by the client.
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 at advisor@oakmontcap.com.
FAQ's About Investment Management and OCIO Services
Prudent investing and financial planning are becoming increasingly complex. The following questions reflect common considerations we address when working with families and institutions to design and oversee their investment strategy.
What does it mean to be a fee-only investment advisor?
A fee-only investment advisor is compensated directly by clients and does not receive commissions from the sale of investment products. This structure is intended to reduce conflicts of interest and align the advisor’s incentives with client objectives. As a fiduciary, the advisor is required to act in the best interests of the client when providing investment advice.
What is an outsourced Chief Investment Officer (OCIO)?
An outsourced Chief Investment Officer (OCIO) is a firm or advisor responsible for managing all or part of an organization’s investment program. Services may include portfolio construction, investment selection, and ongoing oversight. OCIO arrangements can be structured on either a discretionary or non-discretionary basis depending on the preference of the client.
Who should consider hiring an OCIO?
Organizations such as retirement plans, endowments, and foundations may consider hiring an OCIO when they require additional investment expertise, resources, or governance support. OCIO services can be particularly useful for institutions who have limited in-house capabilities and are seeking dedicated oversight of their investment program.
What is the difference between public and private markets?
Public markets include investments that are traded on exchanges, such as publicly listed stocks and bonds, where pricing and liquidity are generally transparent. Private markets involve investments in assets that are not publicly traded, such as private companies, private equity, or real assets, and typically require longer investment horizons and reduced liquidity.
How is an investment advisor typically compensated?
Investment advisors are typically compensated through an asset based fee or a percentage of assets being managed. Many fee-only advisors do not receive commissions from investment products or third-party providers, which is intended to reduce conflicts of interest and align advice with client objectives.
*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.
