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Oakmont Capital Management, LLC Employee Directory

Investment ManagementPennsylvania, United States11-50 Employees

Oakmont Capital Management, LLC operates as an independent, fee-only registered investment advisor based in Oakmont, Pennsylvania. The firm serves a diverse client base that includes families seeking wealth management, plan sponsors developing retirement programs, and institutions aiming to meet specific return objectives, providing tailored guidance through ongoing fiduciary relationships. Positioned within the investment management industry, Oakmont emphasizes open, transparent, long-term engagement and supports access to dedicated investment leadership for investors at all levels. The company describes itself as not part of a larger corporate structure, owned by its individual members, and focused on helping clients pursue financial well-being through principled advisory services.

Find Oakmont Capital Management, LLC employees' phone numbers or email addresses

Oakmont Capital Management, LLC Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Oakmont Capital Management, LLC's Leadership

  • Chief Compliance Officer at Oakmont Capital Management, LLC
    D. B.
    Chief Compliance Officer
    Mobile Phone
  • Director Of Research at Oakmont Capital Management, LLC
    M. L.
    Director Of Research
    Mobile Phone
  • Client Relations Manager at Oakmont Capital Management, LLC
    M. R. W.
    Client Relations Manager
    Mobile Phone
  • Portfolio Manager at Oakmont Capital Management, LLC
    A. S.
    Portfolio Manager
    Mobile Phone

Oakmont Capital Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Legal
  • Operations
  • Other

Contact profiles from Oakmont Capital Management, LLC

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer at Oakmont Capital Management, LLC
    D. B.
    Chief Compliance Officer
    Mobile Phone
    Oct 23, 2024
  • Director Of Research at Oakmont Capital Management, LLC
    M. L.
    Director Of Research
    Mobile Phone
    Dec 03, 2025
  • Client Relations Manager at Oakmont Capital Management, LLC
    M. R. W.
    Client Relations Manager
    Mobile Phone
    Sep 18, 2026
  • Portfolio Manager at Oakmont Capital Management, LLC
    A. S.
    Portfolio Manager
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Oakmont Capital Management, LLC known for?

Minus sign iconPlus sign iconOakmont Capital Management, LLC was founded in 2002 and operates in the Investment Management industry. You can contact Oakmont Capital Management, LLC's main corporate office by phone at
+1-412-828-****
. Explore Oakmont Capital Management, LLC's company overview page for more information.

What is Oakmont Capital Management, LLC's most common email format?

Minus sign iconPlus sign iconOakmont Capital Management, LLC employees' email format typically follows the pattern of FLast@oakmontcap.com. Trying to find reliable and up-to-date employee contact data? Find more Oakmont Capital Management, LLC email formats with LeadIQ.

How many employees does Oakmont Capital Management, LLC have currently?

Minus sign iconPlus sign iconOakmont Capital Management, LLC has approximately 12 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Oakmont Capital Management, LLC's key employees and leadership?

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As of August 2026, Oakmont Capital Management, LLC's key employees include:

  • Chief Compliance Officer: D. B.
  • Director Of Research: M. L.
  • Client Relations Manager: M. R. W.
  • Portfolio Manager: A. S.

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