Lawrence Koteski
Oakmont Capital Management · Oakmont, Pennsylvania
Lawrence Koteski 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 2765692 |
| Exams passed | Series 63 (1996) · Series 66 (2000) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.bilkeykatz.com |
| Profile |
How Lawrence'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 Lawrence
Is Lawrence Koteski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lawrence 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 Lawrence charge for financial advice?
Lawrence's firm, Oakmont Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lawrence Koteski based?
Lawrence Koteski is based in Oakmont, Pennsylvania.
What credentials does Lawrence Koteski hold?
Lawrence Koteski holds the CFA credential.
Is Lawrence Koteski registered with the SEC?
Yes. Lawrence Koteski is registered as an investment adviser representative in PA and TX (CRD 2765692), 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 Lawrence Koteski?
Through Lawrence'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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