Patrick William Fisher
Investment adviser representative at Oakmont Capital Management, LLC
14 yearsExperience
2 statesRegistered in
CFADesignation
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Oakmont Capital Management, LLCOct 2025 to now
- Oakmont Capital Managementm, LLCOct 2025 to now
- Bilkeykatz Investment Consultants, Inc.Nov 2012 to Oct 2025
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Oakmont Capital Management, LLC
$3.1BAssets managed
324Clients
10Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4324710
- Firm CRD
- 128939