Data / Investment advisers / Pennsylvania / Oakmont Capital Management, LLC
Oakmont Capital Management, LLC, Oakmont, PA: $3.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Oakmont Capital Management, LLC is an SEC registered investment adviser with its main office in Oakmont, Pennsylvania and reports $3.1 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include charitable organizations, pension and profit sharing plans and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Oakmont Capital Management, LLC (CRD number 128939): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 128939
- SEC file number
- 801-71287
- SEC status
- Approved, effective April 6, 2010
- Main office
- 856 Allegheny River Blvd, Oakmont, PA 15139
- Phone
- (412) 828-5550
- Regulatory AUM
- $3,086,575,180 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $532,091,939
- Non discretionary AUM
- $2,554,483,241
- Accounts
- 994
- Employees
- 19, of which 16 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $1.06 billion |
| Pension and profit sharing plans | 5 | $762.6 million |
| Corporations or other businesses | 3 | $717.8 million |
| High net worth individuals | 117 | $453 million |
| State or municipal government entities | 22 | $47.8 million |
| Individuals (other than high net worth individuals) | 169 | $45.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $3.09 billion | March 30, 2026 |
| December 1, 2025 | $3.14 billion | November 3, 2025 |
Other advisers in Pennsylvania
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Roffman Miller Associates Inc | Philadelphia | $3.20 billion | Not listed | adviserinfo.sec.gov |
| Alterra Ios Manager, LLC | Radnor | $3.19 billion | 3 | adviserinfo.sec.gov |
| Girard Advisory Services, LLC | King of Prussia | $3.18 billion | Not listed | adviserinfo.sec.gov |
| Staley Capital Advisers Inc | Pittsburgh | $3.11 billion | 1 | adviserinfo.sec.gov |
| Logan Capital Management, Inc. | Newtown Square | $3.10 billion | Not listed | adviserinfo.sec.gov |
| Gibson Capital, LLC | Wexford | $3.03 billion | Not listed | adviserinfo.sec.gov |
| Elm Wealth | Philadelphia | $3.02 billion | 2 | adviserinfo.sec.gov |
| FS Global Advisor, LLC | Philadelphia | $3.01 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving charitable organizations
- Advisers serving pension and profit sharing plans
- Oakmont Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.