Terrence Bilkey

OAKMONT CAPITAL MANAGEMENT

ATLANTA, GA

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CRD#: 1019181

Professional summary

Terrence Bilkey is a registered financial advisor currently at OAKMONT CAPITAL MANAGEMENT, LLC located in Atlanta, Georgia.

Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Terrence has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 27, Series 24 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Bilkey's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 7, 2025 - Present

OAKMONT CAPITAL MANAGEMENT, LLC

RIA

CRD#: 128939

ATLANTA, GA

Past

February 27, 2001 - May 11, 2004

NEWEDGE SECURITIES, LLC

CRD#: 10674

PITTSBURGH, PA

Past

May 11, 1989 - May 6, 1999

YP, LLC

CRD#: 23742

PITTSBURGH, PA

Past

October 6, 1988 - September 23, 1989

BUTCHER FINANCIAL CORPORATION

CRD#: 14792

PHILADELPHIA, PA

Past

December 7, 1981 - October 29, 1988

BUTCHER & SINGER INC.

CRD#: 6517

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OAKMONT CAPITAL MANAGEMENT, LLC

BILKEYKATZ INVESTMENT CONSULTANTS | OAKMONT CAPITAL MANAGEMENT, LLC

CRD#: 128939 / SEC#: 801-71287

RIA

Registered Investment Advisory firm - (4/6/2010 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/19/2010 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(11/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/20/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/29/1982

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/16/1982

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 2/27/1989

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 3/22/1985

General Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 1/4/1985

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

OAKMONT CAPITAL MANAGEMENT, LLC

BILKEYKATZ INVESTMENT CONSULTANTS | OAKMONT CAPITAL MANAGEMENT, LLC

CRD#: 128939 / SEC#: 801-71287

RIA

Registered Investment Advisory firm - (4/6/2010 Approved)

Pennsylvania

Registered Investment Advisory firm - (5/19/2010 Terminated)

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Contact information

Main Address

856 Allegheny River Blvd, Oakmont, PA 15139

Mailing Address

P.o. Box 52, Oakmont, PA 15139

Phone number

(412) 828-5550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

OAKMONT CAPITAL MANAGEMENT, LLC - PART 2A (11/3/2025)

Regulatory assets under management

Total Number of Accounts	975
AUM (Assets Under Management)	$ 3,141,475,255

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/31/2025	Cover Page	Report
10/11/2024	Cover Page	Report
03/22/2024	Cover Page	Report
02/28/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Terrence Bilkey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Bilkey's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWEDGE SECURITIES, LLC

YP, LLC

BUTCHER FINANCIAL CORPORATION

BUTCHER & SINGER INC.

Primary Firm SEC Registration

OAKMONT CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/20/1993

Series 63

Date: 1/29/1982

Series 7

Date: 1/16/1982

Series 27

Date: 2/27/1989

Series 24

Date: 3/22/1985

Series 8

Date: 1/4/1985

Current Firm

OAKMONT CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

OAKMONT CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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