Jerry Katz
Oakmont Capital Management · Oakmont, Pennsylvania
Jerry Katz is a fee-only financial advisor at Oakmont Capital Management in Oakmont, Pennsylvania, who holds the CFA credential. Oakmont Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Oakmont Capital Management |
|---|---|
| Based in | Oakmont, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.09B across 994 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA, TX · CRD 1306945 |
| Exams passed | Series 63 (1985) · Series 65 (1993) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.bilkeykatz.com |
How Jerry's firm compares
- Oakmont Capital Management's average account is about $3.1 million, from its Form ADV (assets managed divided by 994 accounts).
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Questions about Jerry
Is Jerry Katz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerry holds no broker registration, and Oakmont Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerry charge for financial advice?
Jerry's firm, Oakmont Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jerry Katz based?
Jerry Katz is based in Oakmont, Pennsylvania.
What credentials does Jerry Katz hold?
Jerry Katz holds the CFA credential.
Is Jerry Katz registered with the SEC?
Yes. Jerry Katz is registered as an investment adviser representative in PA and TX (CRD 1306945), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oakmont Capital Management manage?
Oakmont Capital Management reports $3.09B across 994 accounts in assets under management.
How do I contact Jerry Katz?
Through Jerry's website, www.bilkeykatz.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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