OAKMONT CAPITAL MANAGEMENT, LLC

655 Allegheny Avenue
Oakmont, Pennsylvania 15139
Tel: (412) 828-5550

About OAKMONT CAPITAL MANAGEMENT, LLC

OAKMONT CAPITAL MANAGEMENT, LLC, formally registered with the SEC as OAKMONT CAPITAL MANAGEMENT, LLC. The firm was established in 04/06/2010. They have over 3 offices throughout the country.

OAKMONT CAPITAL MANAGEMENT, LLC is a Oakmont, Pennsylvania based Financial Planning firm with nearly $528,412,608 assets under management, offering retirement planning & investment advisory services to 882 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	128939
SEC#	801-71287
Assets Managed by Firm	$528,412,608
No. of Clients	882
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	882	$528,412,608
Individuals (other than high net worth individuals)	157	$34,380,322
High net worth individuals	115	$337,054,820
Pension and profit sharing plans	5	$120,160,279
Charitable organizations	Fewer than 5 clients	$1,248,222
Corporations or other businesses	Fewer than 5 clients	$868,616

More Retirement Planning firms in Oakmont, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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