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Oakmont Capital Management, LLC
Wealth Management, Asset Management
Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor. It serves families seeking wealth management, plan sponsors building retirement programs, and institutions striving for specific return objectives. The firm emphasizes transparency and long-term relationships.
Overview and Management
Establishment Year
2002
Mission
We believe everyone deserves access to a dedicated Chief Investment Officer to help navigate their financial journey.
Values
Transparency, fiduciary responsibility, unbiased advice, and a commitment to long-term client relationships.
Investment Roles
Direct Investor, Intermediary
Participant Demographics
Serving families, plan sponsors, and institutions in over 20 states, primarily in the Northeast.
Generational Wealth Planning
Focuses on wealth preservation and succession planning through services like estate planning, family office programs, and philanthropic initiatives.
Risk Tolerance
Tailored to client needs, offering both discretionary and non-discretionary services, and aligning with specific return objectives and risk profiles.
References or Case Studies
Team Experience
Notable Achievements
Project Track Record
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC
Compliance History
No major violations mentioned.
gkovatch@oakmontcap.com
Phone Number
(412)828-5550
Address
Oakmont United States