Kyle Richard Rioboli
Investment adviser representative at Oakmont Capital Management, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Oakmont Capital Management, LLCApr 2021 to now
- Coventry First, LLCJul 2018 to Apr 2021
- Kroll Bond Rating Agency, Inc.Jul 2017 to Jul 2018
- Coventry First, LLCJun 2015 to Jul 2017
Designations
- CFA
Exams passed
No exams in this record.
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
- 7363293
- Firm CRD
- 128939