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Privacy Policy

Oakmont Capital Management, LLC values your business and your trust. Protecting the privacy of your personally identifiable information is important to us. OCM want you to understand how we use the person information we collect when we disclose it.

OCM does not share personal or private client information with any third parties except when legally permitted or required. We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect the confidentiality of the information. When your information is shared with third parties, as permitted, the third parties are required to keep the information secure and confidential.

Information Oakmont Entities Collect:

The following is examples of the type of personal and private information we may collect:

Contact Information:

  • Name
  • Employment
  • Address, telephone number, e-mail

Identification Information:

  • Social security number
  • Driver’s license number
  • Employee identification number

Eligibility Information:

  • Assets, liabilities, income
  • Net worth
  • Investment experience

Third Party Information:

  • As required by broker-dealers, custodians, United States Internal Revenue Service and credit reporting agencies.

Information Shared with Third Parties:

Client information may be shared with third parties that perform services on your and our behalf, such as custodial and brokerage services. Generally, we provide third parties with only the information necessary for them to provide their respective service. Your personal information may also be shared, as permitted or required by law, including law enforcement officials and regulators, in response to subpoenas and to prevent fraud.

Confidentiality and Security Procedures:

All personal and private Client information is deemed to be confidential in nature and is of the utmost importance to us. OCM maintains physical, electronic and procedural safeguards, which comply with applicable federal standards for protecting non-public personal information. Our employees may access such information only when there is an appropriate business or investment reason. Employees who violate these standards will be subject to disciplinary measures. 

Maintaining Accurate Information:

Keeping your account information accurate and up to date is very important.  If your account information is incomplete, inaccurate, or not current, please use the Contact option on our website or contact our office at the telephone number or address listed below. 

Firm Contact Information:

Oakmont Capital Management, LLC
P.O. Box 52
Oakmont, PA 15139
(412) 828-5550

Cookie Policy

To make our website work properly, we place small data files called cookies on your device. We use cookies to enhance your visit to our site.

What are cookies?

A cookie is a small text file that a website saves on your computer or mobile device when you visit the site. It enables the website to remember your actions and preferences (such as login, language, font size and other display preferences) over a period of time, so you don’t have to keep re-entering them whenever you come back to the site or browse from one page to another.

How do we use cookies?

Site Preferences Cookies

In order to provide you with a great experience on this site we provide the functionality to set your preferences for how this site runs when you use it. In order to remember your preferences we need to set cookies so that this information can be called whenever you interact with a page.

Third Party Cookies

In some special cases we also use cookies provided by trusted third parties. The following section details examples of third party cookies you might encounter through this site.

This site uses Google Analytics, one of the most widespread and trusted analytics solutions on the web, which helps us to understand how you use the site and gives us ways that we can improve your experience. These cookies may track things such as how long you spend on the site and the pages that you visit, so we can continue to produce engaging content.

For more information on Google Analytics cookies, see the official Google Analytics page.

Third party analytics are used to track and measure usage of sites to continue to produce engaging content. These analytics cookies track things such as how long you spend on the site or pages you visit which helps companies understand how to improve the site for you.

This website uses Google remarketing, Facebook remarketing, Twitter remarketing and other remarketing services to advertise on third party websites (including Google) to previous visitors to our site. Third-party vendors, including Google, Facebook and Twitter use cookies to serve ads based on someone’s past visits to this website. Any data collected will be used in accordance with our own privacy policy and Google, Facebook and Twitter privacy policies. You can set preferences for how Google advertises to you using the Google Ad Preferences page.

From time to time we test new features and make subtle changes to the way that the site is delivered. When we are testing new features cookies may be used to ensure that you receive a consistent experience whilst on the site which ensures we understand which optimizations our users appreciate the most.

We also use social media buttons and/or plugins on this site that allow you to connect with your social network in various ways. For these to work the following social media sites including; Instagram, Twitter, Facebook, LinkedIn, will set cookies through our site which may be used to enhance your profile on their site or contribute to the data they hold for various purposes outlined in their respective privacy policies.

Enabling these cookies is not strictly necessary for the website to work but it will provide you with a better browsing experience. You can delete or block these cookies, but if you do that some features of this site may not work as intended.

Cookie-related information is not used to identify you personally.

How to Control Cookies

You can control and/or delete cookies as you wish – for details, see You can delete all cookies that are already on your computer and you can set most browsers to prevent them from being placed. If you do this, however, you may have to manually adjust some preferences every time you visit a site and some services and functionalities may not work.

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