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Oakmont Capital Management, LLC.
Oakmont Capital Management, LLC.

Oakmont Capital Management, LLC.'s financial review

Oakmont Capital Management, LLC.'s Revenue (Yearly)

20.2M

Employees

7


Oakmont Capital Management, LLC. information

Oakmont Capital Management, LLC seeks to establish open and transparent investment relationships with institutions and individuals. We are an independent, fee-only registered investment advisor founded in 2002. Our client base is comprised of retirement plans, public funds, and individuals of various backgrounds, including sophisticated investors to new ones. We are not a subsidiary or business un...
Oakmont Capital Management, LLC seeks to establish open and transparent investment relationships with institutions and individuals. We are an independent, fee-only registered investment advisor founded in 2002. Our client base is comprised of retirement plans, public funds, and individuals of various backgrounds, including sophisticated investors to new ones. We are not a subsidiary or business unit of another company and approach relationships as a fiduciary.Typically, our clients view us as a colleague rather than a vendor. This allows them to interact with us as a Chief Investment Officer or as an extension of their staff. Currently, we serve clients in over 20 states with a primary concentration in the North East.We do not sell any products or securities for a commission or sales charge. This self-imposed restriction permits us to provide what we believe is balanced and unbiased investment advice.Through our industry relationships, we have access to a variety of investment vehicles, including institutional mutual funds, private partnerships, and individual securities. This gives us a tremendous amount of flexibility when designing an investment strategy.The three primary services we offer are Investment Management, Institutional Consulting, and Family Office investment programs. All three services are available on a discretionary and non-discretionary basis.Many view our Firm as their Chief Investment Officer.

Oakmont Capital Management, LLC. industries

Institutional consulting
Wealth management
Family office
Investment management

Oakmont Capital Management, LLC.'s financial review

Oakmont Capital Management, LLC.'s Revenue (Yearly)

20.2M

Employees

7

Employees

Vice President, Program Management
Institutional Consultant
Assistant Manager
Client Relations Manage
Director of Research, Sr. Advisor

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