# OAKMONT CAPITAL MANAGEMENT, LLC

OAKMONT CAPITAL MANAGEMENT, LLC of OAKMONT, PA is an SEC-registered investment adviser.

## Registration

- CRD: 128939
- Type: SEC-registered investment adviser
- SEC file number: 801-71287
- Location: 856 ALLEGHENY RIVER BLVD, OAKMONT, PA, 15139
- Phone: (412) 828-5550
- Latest filing: 2026-03-30
- Regulatory AUM: $3.1B
- Discretionary AUM: $532.1M
- Non-discretionary AUM: $2.6B
- Clients: 19
- Accounts: 994

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Lawrence Jon Koteski | MANAGING MEMBER; PARTNER & CHIEF EXECUTIVE OFFICER | — |
| Marc Christopher Defife | MEMBER/PASSIVE; PASSIVE PARTNER | — |
| Gina Marie Kovatch | CHIEF COMPLIANCE OFFICER | — |
| Patrick William Fisher | PARTNER & HEAD OF CONSULTING SERVICES | — |
| Darrin Keith Duda | PARTNER & CHIEF INVESTMENT OFFICER | — |
| ODONNELL JOSEPH JOHN | MEMBER/PASSIVE | — |
| URISH KENNETH L | GENERAL PARTNER OF KEBSA FAMILY PARTNERSHIP LP | — |
| KOTESKI LAWRENCE JON | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| JOHNSON LOYD JUNIOR | MEMBER/PASSIVE | — |
| DEFIFE MARC CHRISTOPHER | MEMBER/PASSIVE | — |
| DAVITT THOMAS MICHAEL | MEMBER/PASSIVE | — |
| URISH ANN MARIE | GENERAL PARTNER OF KEBSA FAMILY PARTNERSHIP LP | — |
| MCKENZIE GLENN CARRICK | CCO | — |
| KOVATCH GINA MARIE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128939/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128939/similar
- Related entities: https://search.stillhousedata.com/firm/128939/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128939

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.