Wealth Management and OCIO Services
Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor providing investment advisory services to high net worth individuals, institutions, and family offices. We offer structured investment solutions and OCIO capabilities that include both public and private investments.
Wealth
Management
Tailored portfolios designed to meet specific investment objectives, tax initiatives, and estate planning needs.
Institutional
Consulting
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.
With over $8.8 billion* of assets under advisement, we are not a subsidiary or business unit of another company. We are owned outright by our individual members. As a fiduciary, we seek to establish open and transparent relationships that are long-term in nature.
We believe everyone should have access to a dedicated Chief Investment Officer as they pursue their own definition of financial well-being. This includes new investors to sophisticated ones.
Who We Serve
As a registered investment advisor located in Pittsburgh, Pennsylvania, we work with a variety of people and institutions from around the world. Our primary 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 and Investment Committee support including retirement plan sponsors, endowments, and foundations.
- Multi-generational family offices that invest in public and private markets through a consolidate approach.
Questions we are often asked?
Prudent investing and financial planning are becoming more and more complex. If you find yourself asking any of the following questions, we may be able to help with a thoughtful answer. Often, a question for one person is a question for another.
- I just sold my business, how do I now invest the proceeds to provide for my family?
- Will I run out of money during retirement?
- I’m recently divorced or widowed and do not have a lot of investment experience, what do I do now?
- How do I take full advantage of the retirement plans offered by my employer?
- What do I do when my restricted stock units (RSU’s) and/or incentive stock options (ISO’s) vest?
- As a young investor, how do I responsibly increase my net worth?
- What are the benefits of implementing a retirement plan at my business?
- Should my tax strategy be more in sync with my investment strategy?
- Can I invest in private companies and/or venture capital funds?
- How do I set up an investment program for my charity or foundation?
- Can I live abroad and maintain a domestic investment strategy?
*Assets Under Advisement or AUA is calculated as of September 30, 2025.
