Oakmont Capital Management
Oakmont Capital Management is an independent, fee-only RIA founded in 2002 with approximately $9.5 billion in assets under advisement, serving high-net-worth families and institutional clients across 20+ U.S. states through wealth management, OCIO, and family office services.
- Company typePrivate
- Founded2002
- HeadquartersOakmont, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Oakmont Capital Management does
Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor founded in 2002 and headquartered in Oakmont, Pennsylvania, with a second office in Pittsburgh operating as the BilkeyKatz Investment Consultants division. The firm advises approximately $9.5 billion in assets under advisement as of December 31, 2025, serving high-net-worth families (typically $1M+ in investable assets) and institutional clients (typically $10M+), including endowments, foundations, corporate retirement plans, public funds, and health systems, across more than 20 U.S. states with primary concentration in Pittsburgh and the Mid-Atlantic.
The firm's product suite comprises three core service lines: Wealth Management for individuals and families, Institutional and OCIO (Outsourced Chief Investment Officer) Services, and Family Office Services for multi-generational families, supplemented by Investment Policy Statement development, consolidated performance reporting, and a proprietary iOS/Android mobile application (Oakmont Mobile) for client access. Operationally, the firm relies on Orion Advisor for client portal functionality and aggregates data from multiple custodians and private partnerships to produce consolidated portfolio reports encompassing market/book values, performance benchmarking, global asset allocation, and IPS compliance monitoring. Investment Committee members average 20+ years of industry experience and hold professional designations including CFA, AIF, CAIA, CRPS, and CFP.
The firm is 100% privately owned, receives no commissions or revenue-sharing from investment products, and is compensated through recurring advisory fees based on account size, disclosed via Form ADV Part 2A. Distribution is direct and high-touch: institutional business is generated through RFP/vendor searches and field meetings, while family business comes via direct outreach, referrals, the firm's website, and a digital marketing program that includes Google/Facebook/Twitter remarketing and a presence on LinkedIn, Instagram, Facebook, and Twitter. The firm accepts both discretionary and non-discretionary mandates, takes no proprietary investment products to clients, and uses an open-architecture approach spanning active and passive strategies across public markets and private equity, venture capital, and private real estate.
Oakmont Capital Management firmographics
Firmographics- Name
- Oakmont Capital Management
- Legal name
- Oakmont Capital Management, LLC
- Website
- https://oakmontcap.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Oakmont Capital Management is an independent, fee-only RIA founded in 2002 with approximately $9.5 billion in assets under advisement, serving high-net-worth families and institutional clients across 20+ U.S. states through wealth management, OCIO, and family office services.
- Ownership category
- akta.pro rank
Oakmont Capital Management industry classification
Industry- Product category
- Investment Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Oakmont Capital Management is headquartered
LocationHeadquarters
- HQ city
- Oakmont
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Oakmont Capital Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advisory Fees: Oakmont Capital is a fee-only registered investment advisor compensated directly by clients for advisory services. The firm does not receive commissions, revenue sharing, or compensation from investment products. Advisory fees are primarily based on the size of the client's account and are disclosed in Form ADV Part 2A. The fee-only structure is designed to reduce conflicts of interest and align firm incentives with client outcomes.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fee-only advisory services based on account size |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
Oakmont Capital Management product offering
Product offeringCore offering
Oakmont Capital Management is an independent, fee-only registered investment advisor that provides discretionary and non-discretionary investment advisory services to high-net-worth families and institutions. Core offerings include Wealth Management for families, Outsourced Chief Investment Officer (OCIO) services for endowments, foundations, and retirement plans, and Family Office Services for multi-generational families. The firm manages approximately $9.5 billion in assets under advisement through an institutional-style investment process.
Product overview
Oakmont Capital Management offers a unified suite of investment advisory services organized around three core offerings: Wealth Management for individuals and families, Institutional & OCIO Services for foundations and endowments, and Family Office Services for multi-generational families. The firm also operates a sub-brand called BilkeyKatz Investment Consultants for institutional consulting. Key service components include Investment Policy Statement development and Consolidated Performance Reporting. All services are available on a discretionary or non-discretionary basis, delivered by a credentialed team, and supported by a proprietary mobile application for iOS and Android.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management
Quantifiable outcome
- Assets Under Advisement of approximately $9.5 billion as of December 31, 2025
- +2 more outcomes
Companies that use Oakmont Capital Management
Customer profileSegments6 records
Ideal customer profiles3 records
Oakmont Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Oakmont Capital Management partnerships and signals
Strategic signalScale indicators4 records
Recent moves6 records
Expansion highlights6 records
Oakmont Capital Management competitors and assessment
Company assessmentDirect peers
- Marquette Associates: Independent investment consulting and OCIO firm serving endowments, foundations, and corporate plans. Highly comparable to Oakmont's BilkeyKatz institutional consulting practice in client type, services, and fiduciary model.
- Meketa Investment Group: Privately held investment consulting and OCIO firm focused on institutional clients including endowments, foundations, and public pensions. Directly comparable in OCIO service model and institutional client base.
- NEPC: Independent investment consulting firm providing OCIO, asset allocation, and manager research to institutional investors. Closely aligned with Oakmont's OCIO offering and institutional OCIO target market.
- RVK, Inc. Independent institutional investment consulting firm providing OCIO and advisory services to public funds, corporations, and endowments. Comparable to Oakmont's institutional/OCIO service line.
- Segal Marco Advisors: Investment consulting firm specializing in OCIO and advisory services for institutional clients including plan sponsors, endowments, and foundations. Direct comparability in OCIO service delivery model.
- CAPTRUST: Independent RIA offering investment advisory services to institutional clients (retirement plans, endowments, foundations) and private wealth clients. Comparable across both of Oakmont's core client segments.
- Glenmede: Private wealth and investment management firm serving HNW families, foundations, and endowments. Comparable in fee-only fiduciary structure, multi-generational family office services, and institutional client mix.
Broad incumbents
- Cambridge Associates: Large global investment firm providing OCIO, consulting, and private investments to institutional and private wealth clients. A scaled incumbent in the same institutional OCIO and family office space where Oakmont competes.
- Mercer Advisors: National RIA providing wealth management, estate planning, and institutional OCIO services. A broader incumbent with overlapping HNW family and institutional OCIO offerings relative to Oakmont.
- Creative Planning: Large independent, fee-only RIA providing comprehensive wealth management to HNW families. A scaled peer in the fee-only HNW wealth management segment where Oakmont competes for $1M+ families.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Oakmont Capital Management social profiles
Digital presenceOakmont Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Oakmont Capital Management leadership team
Management profileNumber of profiles
Oakmont Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Oakmont Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Oakmont Capital Management
What does Oakmont Capital Management do?
Oakmont Capital Management is an independent, fee-only registered investment advisor that provides discretionary and non-discretionary investment advisory services to high-net-worth families and institutions. Core offerings include Wealth Management for families, Outsourced Chief Investment Officer (OCIO) services for endowments, foundations, and retirement plans, and Family Office Services for multi-generational families. The firm manages approximately $9.5 billion in assets under advisement through an institutional-style investment process.
Is Oakmont Capital Management a public or private company?
Oakmont Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Oakmont Capital Management founded?
Oakmont Capital Management was founded in 2002. It employs 1 to 10 people.
Where is Oakmont Capital Management based?
Oakmont Capital Management is headquartered in Oakmont, United States, in the North America region.
How does Oakmont Capital Management make money?
One revenue line is on record: advisory Fees.
Who are Oakmont Capital Management's main competitors?
Direct peers on record are Marquette Associates, Meketa Investment Group, NEPC, RVK, Inc., Segal Marco Advisors, CAPTRUST and Glenmede. Broad incumbents are Cambridge Associates, Mercer Advisors and Creative Planning.
Does Oakmont Capital Management have an API?
No public API is recorded for Oakmont Capital Management.
What industry is Oakmont Capital Management in?
Oakmont Capital Management's product category is Investment Advisory Services. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.