{"url":"https://nivawealth.com/firms/oakmont-capital-management-128939","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/128939","regulatoryAum":3086575180,"crd":"128939","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2165519","suffix":null,"lastName":"DUDA","firstName":"DARRIN","middleName":"KEITH"},{"crd":"4324710","suffix":null,"lastName":"FISHER","firstName":"PATRICK","middleName":"WILLIAM"},{"crd":"8118116","suffix":null,"lastName":"Graham","firstName":"Nathan","middleName":"Davis"},{"crd":"1306945","suffix":null,"lastName":"KATZ","firstName":"JERRY","middleName":"EDWARD"},{"crd":"7644601","suffix":"Jr","lastName":"Komaniak","firstName":"Michael","middleName":"Thomas"},{"crd":"2765692","suffix":null,"lastName":"KOTESKI","firstName":"LAWRENCE","middleName":"JON"},{"crd":"4492647","suffix":null,"lastName":"KOVATCH","firstName":"GINA","middleName":"MARIE"},{"crd":"1489417","suffix":null,"lastName":"LADAKOS","firstName":"MICHAEL","middleName":"GEORGE"},{"crd":"7363293","suffix":null,"lastName":"Rioboli","firstName":"Kyle","middleName":"Richard"},{"crd":"706642","suffix":null,"lastName":"THOMPSON","firstName":"THOMAS","middleName":"SCOTT"}],"total":10,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-12","regulatoryAum":487936810,"clients":355,"employees":7,"offices":2},{"filedOn":"2022-03-29","regulatoryAum":473365563,"clients":297,"employees":8,"offices":2},{"filedOn":"2023-05-30","regulatoryAum":455648697,"clients":291,"employees":8,"offices":2},{"filedOn":"2024-05-02","regulatoryAum":528412608,"clients":290,"employees":11,"offices":3},{"filedOn":"2025-03-27","regulatoryAum":630551738,"clients":297,"employees":10,"offices":3},{"filedOn":"2026-03-30","regulatoryAum":3086575180,"clients":324,"employees":19,"offices":2}],"acquisitions":[{"date":"2025-12-22","datePrecision":"day","name":"Bilkeykatz 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Defife","title":"Passive Partner","crd":"4233366"},{"name":"Darrin Duda","title":"Partner & Chief Investment Officer","crd":"2165519"},{"name":"Patrick Fisher","title":"Partner & Head of Consulting Services","crd":"4324710"}],"ownership":[{"label":"Lawrence Koteski","detail":"Partner & chief executive officer in the 50% to 75% ownership band and a control person, since October 2025."},{"label":"Marc Defife","detail":"Passive partner in the 10% to 25% ownership band, since March 2006."},{"label":"Patrick Fisher","detail":"Partner & head of consulting services in the 10% to 25% ownership band and a control person, since October 2025."},{"label":"Darrin Duda","detail":"Partner & chief investment officer in the 10% to 25% ownership band and a control person, since October 2025."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":2,"addresses":[{"street":"856 Allegheny River BLVD","city":"Oakmont","headquarters":true},{"street":"411 Seventh Avenue","city":"Pittsburgh"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"412-828-5550","stateRegisteredReps":10,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"26-50","assetMix":[{"label":"Exchange-traded equity securities","percent":12},{"label":"U.S. government/agency bonds","percent":14},{"label":"Investment grade corporate bonds","percent":10},{"label":"Securities issued by registered investment companies or business development 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They include 169 individual clients, 117 high-net-worth individuals and 22 state or municipal government entities.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Oakmont Capital Management offer?","answer":"Oakmont Capital Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Oakmont Capital Management use?","answer":"Oakmont Capital Management’s separately managed account assets are held at PNC Wealth Management LLC (Pittsburgh, PA), with $1.15B, US Bank National Association (Cincinnari, OH), with $432M, Charles Schwab & Co., Inc. (Westlake, TX), with $387M and The Huntington National Bank (Columbus, OH), with $366M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Oakmont Capital Management have?","answer":"Oakmont Capital Management has 10 investment adviser representatives registered with state securities authorities, out of 19 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Oakmont Capital Management invest in?","answer":"At the end of its last fiscal year, Oakmont Capital Management’s separately managed accounts held 50% registered funds (mutual funds, ETFs, BDCs), 14% U.S. government and agency bonds, 12% exchange-traded equities, 10% investment grade corporate bonds, 9% pooled vehicles (private funds and similar), 4% cash and equivalents and 1% other. The 1% other category is described as: Alternative Investments.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Oakmont Capital Management?","answer":"Oakmont Capital Management’s direct owners are Lawrence Koteski (50% to 75%), Marc Defife (10% to 25%), Patrick Fisher (10% to 25%) and Darrin Duda (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oakmont Capital Management get paid?","answer":"Oakmont Capital Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Oakmont Capital Management?","answer":"Oakmont Capital Management’s main office is at 856 Allegheny River BLVD, Oakmont, PA 15139. Its phone number is 412-828-5550. Its website is bilkeykatz.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}