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Terrence Bilkey

Oakmont Capital Management, LLC

Atlanta, GA

Oakmont, PA

CRD 1019181

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Employer firm

Oakmont Capital Management, LLC CRD 128939

$3.09B regulatory AUM 22 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Oakmont Capital Management, Llc

856 Allegheny River Blvd, Oakmont, PA 15139 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-07
  • PA RA
    APPROVED
    Since 2025-11-07

Branch Locations

Atlanta, GA • United States

856 Allegheny River Blvd, Oakmont, PA 15139 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Oakmont Capital Management, Llc Oakmont PA 10/2025 Present
Bilkey Katz Investment Consultants, Inc Pittsburgh PA 12/2002 10/2025
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-04-20
S63 Uniform Securities Agent State Law Examination 1982-01-29
  • S65 Uniform Investment Adviser Law Examination
    1993-04-20
  • S63 Uniform Securities Agent State Law Examination
    1982-01-29
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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