Oakmont Capital Management Overview

General Information

Oakmont Capital Management is a multi-family office headquartered in Oakmont, United States. Founded in 2002, the firm originated from Lawrence Koteski’s investment advisory practice and manages discretionary and non-discretionary portfolios for high-net-worth families, institutional retirement plans, foundations, and captive insurers. Oakmont offers wealth management, institutional consulting, and family office services, integrating asset allocation, risk management, and estate planning to preserve and compound multigenerational capital.