Gina Marie Kovatch
Investment adviser representative at Oakmont Capital Management, LLC
27 yearsExperience
1 stateRegistered in
$3.1BFirm assets
16 yearsFirm in business
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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
27 years in the industry.
- Oakmont Capital Management, LLCDec 2016 to now
- Trustmont Financial Group, Inc.Jan 2002 to Nov 2016
- J.E. Harris & AssociatesMay 1999 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4492647
- Firm CRD
- 128939