{
  "crd_number": 128939,
  "slug": "oakmont-capital-management-llc-oakmont-pa-128939",
  "primary_business_name": "OAKMONT CAPITAL MANAGEMENT, LLC",
  "legal_name": "OAKMONT CAPITAL MANAGEMENT, LLC",
  "dbas": [
    "BILKEYKATZ INVESTMENT CONSULTANTS"
  ],
  "city": "Oakmont",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "38300",
  "metro": {
    "cbsa_code": "38300",
    "common_name": "Pittsburgh",
    "msa_name": "Pittsburgh, PA",
    "path": "/advisors/pa/pittsburgh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-04-06",
  "years_registered": 16,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 3086575180.0,
  "raum_discretionary": 532091939.0,
  "raum_non_discretionary": 2554483241.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 19,
  "advisory_employees": 16,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 1059571194.0,
      "count": 8
    },
    "individuals": {
      "raum": 45789371.0,
      "count": 169
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 47816328.0,
      "count": 22
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 762633447.0,
      "count": 5
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 452950530.0,
      "count": 117
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 717814310.0,
      "count": 3,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "GA",
    "NJ",
    "OH",
    "PA",
    "TX"
  ],
  "websites": [
    "https://bilkeykatz.com",
    "https://facebook.com/Oakmont.Capital.Management.LLC",
    "https://linkedin.com/company/oakmont-capital-management-llc",
    "https://oakmontcap.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128939",
  "city_as_filed": "OAKMONT",
  "url": "https://advisorcensus.com/firm/oakmont-capital-management-llc-oakmont-pa-128939",
  "display_name": "Oakmont Capital Management, LLC",
  "summary": "Oakmont Capital Management, LLC is an SEC-registered investment advisory firm in Oakmont, PA, registered since 2010, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Oakmont Capital Management, LLC (CRD 128939): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Oakmont Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oakmont Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Oakmont Capital Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $100 to $750 an hour (project-based relationships with a defined objective or term). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Oakmont Capital Management, LLC located?",
      "a": "Oakmont Capital Management, LLC's principal office is in Oakmont, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Oakmont Capital Management, LLC registered with the SEC or a state?",
      "a": "Oakmont Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 128939."
    },
    {
      "q": "How much does Oakmont Capital Management, LLC manage?",
      "a": "Oakmont Capital Management, LLC reports $3,086,575,180 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (17% discretionary)."
    },
    {
      "q": "How have Oakmont Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Oakmont Capital Management, LLC: Regulatory assets under management: $487,936,810 in the October 2021 data and $3,086,575,180 in the October 2026 data, up 533%. Total employees: 7 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Oakmont Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (169); high net worth individuals (117); state or municipal government entities (including government pension plans) (22)."
    },
    {
      "q": "Which custodians does Oakmont Capital Management, LLC use?",
      "a": "Oakmont Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., PNC Wealth Management LLC, The Huntington National Bank and US Bank National Association as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Oakmont Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/128939"
    },
    {
      "q": "What changed in Oakmont Capital Management, LLC's recent Form ADV filings?",
      "a": "In the January 2026 filing data: No longer registered or notice-filed in DC, NH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 487936810.0,
      "total_employees": 7,
      "filing_date": "2021-04-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 473365563.0,
      "total_employees": 8,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 455648697.0,
      "total_employees": 8,
      "filing_date": "2023-05-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 528412608.0,
      "total_employees": 11,
      "filing_date": "2024-08-02"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 630551738.0,
      "total_employees": 10,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 3086575180.0,
      "total_employees": 19,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in DC, NH."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 6 to 16.",
        "Regulatory assets under management went from $630,551,738 to $3,141,475,255 (+398%).",
        "Registered or notice-filed in CA, GA."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Added the business name Bilkeykatz Investment Consultants.",
        "Added an office in Pittsburgh, PA.",
        "No longer lists an office in Naples, FL.",
        "No longer lists an office in Washington, DC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $750 an hour (project-based relationships with a defined objective or term)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $750 an hour (project-based relationships with a defined objective or term)"
        ],
        "quotes": [
          "For project-based relationships with a defined objective or term, Oakmont Capital will charge a flat hourly fee ranging from $100 to $ 750 or a fixed fee with a minimum of $50,000  per project."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 750.0,
          "period": "hour",
          "service": "project-based relationships with a defined objective or term"
        }
      ]
    },
    "quotes": [
      "For project-based relationships with a defined objective or term, Oakmont Capital will charge a flat hourly fee ranging from $100 to $ 750 or a fixed fee with a minimum of $50,000  per project."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "PNC Wealth Management LLC",
      "name_as_filed": "PNC WEALTH MANAGEMENT LLC",
      "affiliated": false
    },
    {
      "name": "The Huntington National Bank",
      "name_as_filed": "THE HUNTINGTON NATIONAL BANK",
      "affiliated": false
    },
    {
      "name": "US Bank National Association",
      "name_as_filed": "US BANK NATIONAL ASSOCIATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/oakmont-capital-management-llc-oakmont-pa-128939.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 169,
      "fewer_than_5": false,
      "raum": 45789371.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 117,
      "fewer_than_5": false,
      "raum": 452950530.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 762633447.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 1059571194.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 22,
      "fewer_than_5": false,
      "raum": 47816328.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 717814310.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128939",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}