Nathan Davis Graham
Investment adviser representative at Oakmont Capital Management, LLC
12 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
12 years in the industry.
- Oakmont Capital Management, LLCJun 2025 to now
- Pennsylvania State UniversityAug 2021 to May 2025
- Green CircleMay 2021 to Jun 2024
- Norwin School DistrictAug 2014 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8118116
- Firm CRD
- 128939