Oakmont Capital Management, LLC | OCIO, Institutional Consulting, Wealth Management

Objective Investment Advice

Everyone should have access to a dedicated Chief Investment Officer as they pursue their own definition of financial success. Founded in 2002, Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor servicing families and institutions in the Pittsburgh and Mid Atlantic regions.

With assets under advisement of approximately $9.5 billion, the firm helps clients design, implement, and oversee investment strategies aligned with their short and long-term objectives while acting in a fiduciary capacity.¹

We Choose to be Independent and a Fiduciary

The firm is 100% privately owned and not a subsidiary or business unit of another company. We believe this structure allows us to align our decisions directly with the best interests of our clients.

As fiduciaries, we seek to establish open and transparent relationships that are collegial and long-term in nature. We do not sell any products for a commission or sales charge.

Oakmont Capital Management Investment Management

Why Engage Oakmont Capital Management, LLC?

People engage Oakmont Capital Management, LLC as an investment advisor for a variety of reasons. Below are the primary ones we believe drive long-term client relationships:

Independent, fee-only advisor operating under a fiduciary standard of care.
Experience advising both high-net-worth families and institutions.
Investment Committee members average +20 years of industry experience.
No proprietary investment products, allowing for a more objective approach to investment selection.
Willing to employ both Active and Passive (index) investment strategies.
Expertise in Private Equity, Venture Capital, and Private Real Estate.
Coordination with legal, tax, and other advisors as needed.

Who is Oakmont Capital Built to Serve?

With our headquarters located in Oakmont, Pennsylvania, we work with people and institutions in the Pittsburgh and Mid Atlantic regions. Our targeted clients include:

Families with $1 million or more in investable assets who require coordinated wealth management and long-term financial planning.
Endowments, Foundations, and Corporate Retirement Plans with at least $10 million in investable assets seeking OCIO services and fiduciary support for their staffs, investment committees, and trustees.
Multi-generational family offices that invest for current and future generations through a consolidated approach that is integrated with their legal, tax, and philanthropic planning efforts.

Oakmont Capital Management Family Office

Individuals & Families

Explore Wealth Management

Institutions & OCIO Services

Explore Institutional & OCIO Services

What does it mean to be a fee-only advisor?

A fee-only advisor is compensated directly by clients for advisory services rather than through commissions for selling investment products. This model helps reduce incentives tied to product sales and supports an approach that puts the interests of a client first.

What services does Oakmont Capital provide families?

We provide wealth management and financial planning services to families seeking coordinated guidance on investment management, retirement planning, and estate planning considerations. Our services are designed to help families make thoughtful financial decisions with a long-term perspective.

What services does Oakmont Capital provide institutions?

We provide institutional investment consulting and OCIO services to endowments, foundations, and other organizations seeking objective and fiduciary advice like corporate retirement plans, public funds, and health systems. Many clients view the Oakmont Team as an extension of their staff. Services are offered on a discretionary or non-discretionary basis and can include portfolio design, Investment Policy Development (IPS), and ongoing performance monitoring.

What areas does Oakmont Capital serve?

From it’s two office locations, Oakmont Capital serves clients nationally with a focus on the Pittsburgh and Mid-Atlantic regions. The Oakmont team is available through in-person meetings, virtual conferences, and other ongoing communications designed to support clients wherever they are located.

We enjoy meeting new people and welcome all discussions. If you would like to learn more about Oakmont Capital Management, LLC, please reach out to one of our professionals today.

Talk With the Oakmont Capital Team

¹Assets Under Advisement or AUA is calculated as of December 31, 2025. For more information, please refer to the Form ADV Part 2A for Oakmont Capital Management, LLC.