Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor providing private wealth management, institutional investment consulting, and outsourced Chief Investment Officer (OCIO) services.
Clients include high-net-worth families, retirement plan sponsors, and nonprofit organizations such as endowments and foundations. The firm helps clients design, implement, and oversee investment strategies aligned with their short and long-term objectives.
Wealth
Management
Tailored portfolios designed to meet specific investment objectives, tax initiatives, and estate planning needs.
Institutional
Consulting
Investment programs developed for corporate retirement plans, charitable entities, and public funds.
Family
Office
Stewardship for current and future generations that incorporate family-owned businesses and philanthropic initiatives.
We Choose to be Independent and a Fiduciary.
We are not a subsidiary or business unit of another company. We are owned outright by our individual members and have assets under advisement of approximately $8.8 billion*.
As a fiduciary, we seek to establish open and transparent relationships that are long-term in nature and collegial. We do not sell any products for a commission or sales charge.
We believe everyone should have access to a dedicated Chief Investment Officer as they pursue their own definition of financial sucess. This includes new investors to sophisticated ones.
Who We Serve: Families and Institutions
Oakmont Capital works with high-net-worth families and institutions requiring institutional-quality investment management and advisory services. The firm supports investment programs through thoughtful portfolio construction, investment selection, and ongoing oversight.
High-Net-Worth Families
Coordinated wealth management and long-term financial planning for families with $1 million or more in investable assets. Portfolios are constructed and managed to support long-term objectives across evolving market environments.
Retirement Plans, Endowments, and Foundations
Outsourced Chief Investment Officer (OCIO) services, investment committee support, and portfolio oversight for institutions with at least $10 million in investable assets. The firm works with fiduciaries and trustees to design and oversee investment programs aligned with funding needs, spending policies, and governance requirements.
Family Offices
Investment management for multi-generational families seeking a consolidated and coordinated approach across public and private markets, integrated with their legal, tax, and philanthropic planning. Oakmont Capital collaborates with external advisors to align the investment strategy with the broader family objectives.
Frequently Asked Questions About Investment Management and OCIO Services
Prudent investing and financial planning are becoming increasingly complex. The following questions reflect common considerations we address when working with families and institutions to design and oversee their investment strategy.
What does it mean to be a fee-only investment advisor?
A fee-only investment advisor is compensated directly by clients and does not receive commissions from the sale of investment products. This structure is intended to reduce conflicts of interest and align the advisor’s incentives with client objectives.
What makes Oakmont Capital Management, LLC different from many investment advisors?
Oakmont Capital Management, LLC is an independent, fee-only fiduciary investment advisor focused on providing objective, client-aligned advice. The firm offers both private wealth management and institutional investment consulting, allowing clients to benefit from a disciplined and integrated approach.
What is an outsourced Chief Investment Officer (OCIO)?
An outsourced Chief Investment Officer (OCIO) is a firm or advisor responsible for managing all or part of an organization’s investment program. Services may include portfolio construction, investment selection, and ongoing oversight. OCIO arrangements can be structured on either a discretionary or non-discretionary basis depending on client needs.
Who should consider hiring an OCIO?
Organizations such as retirement plans, endowments, and foundations may consider hiring an OCIO when they require additional investment expertise, resources, or governance support. OCIO services can be particularly useful for institutions managing complex portfolios or seeking dedicated oversight of their investment programs.
How is an investment advisor typically compensated?
Investment advisors are typically compensated through an asset based fee or a percentage of assets being managed. Many fee-only advisors do not receive commissions from investment products or third-party providers, which is intended to reduce conflicts of interest and align advice with client objectives.
*Assets Under Advisement or AUA is calculated as of September 30, 2025.
