# Oakmont Capital Management, LLC

> 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.

- CRD: 128939
- Filed as: OAKMONT CAPITAL MANAGEMENT, LLC
- Also doing business as: BILKEYKATZ INVESTMENT CONSULTANTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakmont, PA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128939
- AdvisorCensus page: https://advisorcensus.com/firm/oakmont-capital-management-llc-oakmont-pa-128939

## Quick answers

**How is Oakmont Capital Management, LLC compensated?**
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).

**How much does Oakmont Capital Management, LLC charge?**
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.

**Where is Oakmont Capital Management, LLC located?**
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).

**Is Oakmont Capital Management, LLC registered with the SEC or a state?**
Oakmont Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 128939.

**How much does Oakmont Capital Management, LLC manage?**
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).

**How have Oakmont Capital Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Oakmont Capital Management, LLC serve?**
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).

**Which custodians does Oakmont Capital Management, LLC use?**
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.

**Does Oakmont Capital Management, LLC report any disciplinary disclosures?**
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

**What changed in Oakmont Capital Management, LLC's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in DC, NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Hourly rate: $100 to $750 an hour (project-based relationships with a defined objective or term)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- PNC Wealth Management LLC
- The Huntington National Bank
- US Bank National Association

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.

### Regulatory assets under management (Item 5.F)
- Total: $3,086,575,180
- Discretionary: $532,091,939
- Non-discretionary: $2,554,483,241

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 169 | $45,789,371 |
| High net worth individuals | 117 | $452,950,530 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $762,633,447 |
| Charitable organizations | 8 | $1,059,571,194 |
| State or municipal government entities (including government pension plans) | 22 | $47,816,328 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $717,814,310 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 19 total, 16 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, NJ, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Pittsburgh, PA

### Websites listed on Form ADV (Item 1.I)
- [bilkeykatz.com](https://bilkeykatz.com)
- [oakmontcap.com](https://oakmontcap.com)
- Facebook @Oakmont.Capital.Management.LLC
- LinkedIn @oakmont-capital-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $487,936,810 | 7 | April 12, 2021 |
| October 2022 | $473,365,563 | 8 | March 29, 2022 |
| October 2023 | $455,648,697 | 8 | May 30, 2023 |
| October 2024 | $528,412,608 | 11 | August 2, 2024 |
| October 2025 | $630,551,738 | 10 | March 27, 2025 |
| October 2026 | $3,086,575,180 | 19 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in DC, NH.

### December 2025
- 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.

### November 2025
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oakmont Capital Management, LLC (CRD 128939): Form ADV filing data as of October 2026.