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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 | 2026-03-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Green Circle | Pittsburgh | PA | 05/2021 | 06/2024 |
| Pennsylvania State University | State College | PA | 08/2021 | 05/2025 |
| Oakmont Capital Management, Llc | Oakmont | PA | 06/2025 | Present |
| Norwin School District | North Huntingdon | PA | 08/2014 | 05/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-28 |
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