Michael G. Ladakos

OAKMONT CAPITAL MANAGEMENT

OAKMONT, PA 15139

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CRD#: 1489417

Professional summary

Michael George Ladakos, AIF® is a registered financial advisor currently at OAKMONT CAPITAL MANAGEMENT, LLC located in Oakmont, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Michael has worked at 11 firms and has passed the Series 65, Series 63, Series 7, Series 6 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 Michael George Ladakos'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

April 8, 2010 - Present

OAKMONT CAPITAL MANAGEMENT, LLC

Office #1: 655 Allegheny Ave., Oakmont, PA 15139

RIA

CRD#: 128939

OAKMONT, PA

Past

February 7, 2007 - June 18, 2007

NATCITY INVESTMENTS, INC.

CRD#: 17490

BEAVER, PA

Past

May 12, 2006 - November 20, 2006

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

INDIANA, PA

Past

February 16, 2006 - May 8, 2006

WADDELL & REED

CRD#: 866

MONROEVILLE, PA

Past

January 5, 2004 - February 25, 2004

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

January 5, 2004 - February 25, 2004

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

April 29, 2003 - June 4, 2003

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

PHOENIX, AZ

Past

February 20, 1997 - November 19, 2002

YP, LLC

CRD#: 23742

PITTSBURGH, PA

Past

April 22, 1996 - May 14, 1996

INTEGRA BROKERAGE SERVICES COMPANY

CRD#: 17030

Past

July 9, 1991 - November 23, 1994

INTEGRA BROKERAGE SERVICES COMPANY

CRD#: 17030

Past

November 25, 1986 - March 14, 1991

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

August 5, 1986 - November 10, 1986

FIDELITY DISTRIBUTORS CORPORATION

CRD#: 6848

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
(4/8/2010)

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: 2/24/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/2/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/17/1987

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/1/1986

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 8

Date: 8/17/1990

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 (9 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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Firm Stability Insights

Michael G. Ladakos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael George Ladakos's CRS (Customer Relationship Summary).

Certified licenses

Experience

NATCITY INVESTMENTS, INC.

UVEST FINANCIAL SERVICES GROUP, INC.

WADDELL & REED

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

AMERICAN GENERAL SECURITIES INCORPORATED

YP, LLC

INTEGRA BROKERAGE SERVICES COMPANY

INTEGRA BROKERAGE SERVICES COMPANY

FIDELITY BROKERAGE SERVICES LLC

FIDELITY DISTRIBUTORS CORPORATION

Primary Firm SEC Registration

OAKMONT CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/1997

Series 63

Date: 7/2/1986

Series 7

Date: 1/17/1987

Series 6

Date: 8/1/1986

Series 8

Date: 8/17/1990

Current Firm

OAKMONT CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (9 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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