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Oakmont Capital Management, LLC

● SEC registered since 2010CRD 128939SEC# 801-71287Oakmont, PA
Export (members)
Reg. AUM
$630.6M
Employees
10
Accounts
1,011
Location
Oakmont, PA

Oakmont Capital Management, LLC assets under management

Oakmont Capital Management, LLC is a registered investment adviser overseen by the SEC based in Oakmont, PA. The firm has been registered since 2010. It reports $630.6 million in regulatory assets under management and employs 10 people.
www.linkedin.com/company/oakmont-capital-management-llcView on SEC.gov ↗

Oakmont Capital Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Gina Marie Kovatch ControlChief Compliance OfficerUnder 5%2018
Lawrence Jon Koteski ControlManaging MemberOver 75%2002
Marc Christopher DefifeMember/Passive10-25%2006

Frequently asked questions

How much does Oakmont Capital Management, LLC manage?

Oakmont Capital Management, LLC reports $630.6 million in regulatory assets under management on its Form ADV.

How many employees does Oakmont Capital Management, LLC have?

Oakmont Capital Management, LLC reports 10 employees.

Where is Oakmont Capital Management, LLC located?

Oakmont Capital Management, LLC is based in Oakmont, PA and has been SEC-registered since 2010.

Does Oakmont Capital Management, LLC disclose fund performance?

Oakmont Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address655 Allegheny Avenue, Oakmont, PA 15139
Phone(412) 828-5550
Fax(866) 645-8396
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$470.5M
Non-discretionary$160.1M
Total (RAUM)$630.6M