Oakmont Capital Management Revenue
Investment Management • 
Oakmont, Pennsylvania, United States • 11-20 Employees
Oakmont Capital Management revenue & valuation
| Annual revenue | $20,200,000 |
| Revenue per employee | $1,833,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $64,500,000 |
| Total funding | No funding |
Key Contacts at Oakmont Capital Management
Kyle Rioboli
Director Of Trading & Investments
Michael Ladakos
Director Of Research And Senior Investment Advisor
Company overview
| Headquarters | 655 Allegheny Avenue, Oakmont, PA 15139, US |
| Phone number | +12028855532 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Family Office, Wealth Management, Institutional Consulting |
| Founded | 2002 |
| Employees | 11-20 |
| Socials |
Oakmont Capital Management Email Formats
Oakmont Capital Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@oakmontcap.com), used 70% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@oakmontcap.com | 70% |
{first name}{last name} | johndoe@oakmontcap.com | 30% |
About Oakmont Capital Management
Oakmont Capital Management, LLC is an independent, fee-only registered investment advisor. We enjoy working with a variety of people and institutions regardless of where they are on their investment journey. Our clients include families seeking wealth management, plan sponsors building retirement programs, and institutions trying to meet specific return objectives. We are not a subsidiary or business unit of another company and are owned outright by our individual members. As a fiduciary, we seek to establish open and transparent relationships that are long-term in nature. We believe everyone should have access to a dedicated Chief Investment Officer. This includes new investors to sophisticated ones. We are here to help in the constant pursuit of your financial well-being. We welcome all conversations, especially friendly ones! If you have any questions regarding wealth management, retirement planning, or investing, feel free to give us a call (412) 828-5550.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Oakmont Capital Management has 6 employees across 2 departments.
Departments
Number of employees
Funding Data
Oakmont Capital Management has never raised funding before.
Oakmont Capital Management Tech Stack
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Frequently asked questions
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