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Oakmont Capital Management, LLC CRD 128939
$3.09B regulatory AUM 22 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
856 Allegheny River Blvd, Oakmont, PA 15139 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakmont Capital Management, Llc | Oakmont | PA | 04/2021 | Present |
| Coventry First, Llc | Fort Washington | PA | 07/2018 | 04/2021 |
| Kroll Bond Rating Agency, Inc. | Dresher | PA | 07/2017 | 07/2018 |
| Coventry First, Llc | Fort Washington | PA | 06/2015 | 07/2017 |
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