Oakmont Capital Management, LLC is a local investment advisory firm based out of Oakmont, PA, boasting two well-established offices. With a total of 8 dedicated employees, 5 of whom specialize in providing comprehensive investment advisory services, Oakmont Capital Management, LLC stands as a trusted resource for clients seeking sound financial guidance.
With an impressive average of approximately $91,130,000 in assets under management per investment advisor, the firm maintains a solid standing within the industry, aligning closely with the industry average. The compensation structure at Oakmont Capital Management, LLC encompasses various types, including a percentage of assets under management, fixed fees, and performance-based fees, ensuring a flexible and equitable approach to client relationships.
While 401K and individual accounts collectively represent less than 30% of their assets under management, Oakmont Capital Management, LLC excels in managing employer funds, showcasing their versatility and expertise in meeting the unique needs of corporate clients. A remarkable 75% of the assets they manage are held under discretionary authority, exemplifying their clients' trust in their decision-making capabilities.
Oakmont Capital Management, LLC boasts a distinguished clientele, serving over 170 individual clients who entrust them with a substantial sum of assets under management totaling over $455,649,000. The firm takes pride in its experienced team of advisors, including Michael Ladakos, Thomas Thompson, and Lawrence Koteski, who have contributed their expertise and dedication to the firm's success over the long term.
With a solid track record, comprehensive service offerings, and a commitment to their clients' financial well-being, Oakmont Capital Management, LLC remains a trusted and reputable name in the investment advisory industry.