Darrin K. Duda

BILKEYKATZ INVESTMENT CONSULTANTS

PITTSBURGH, PA 15219-1905

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CRD#: 2165519

Professional summary

Darrin Keith Duda, AIF®, CFA is a registered financial advisor currently at BILKEYKATZ INVESTMENT CONSULTANTS located in Pittsburgh, Pennsylvania and OAKMONT CAPITAL MANAGEMENT, LLC located in Pittsburgh, Pennsylvania.

Darrin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Darrin has worked at 4 firms and has passed the Series 66, Series 63 and Series 7 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.

Mr. Duda is serving as an interim faculty advisor at Indiana University of Pennsylvania for the 2025-2026 academic year. He will be providing advisory services to the Student Managed Portfolio (SMIP) Team at the IUP Eberly College of Business. The IUP Eberly College of Business is located at 664 Pratt Drive, Indiana, PA 15705. Less than 5% of Mr. Duda's professional time is dedicated to providing this service.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darrin Keith Duda'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

CFA

Chartered Financial Analyst

Experience

Current

March 7, 2013 - Present

BILKEYKATZ INVESTMENT CONSULTANTS

Office #1: 411 Seventh Avenue Suite 1425, Pittsburgh, PA 15219-1905

RIA

CRD#: 125216

PITTSBURGH, PA

Current

October 14, 2025 - Present

OAKMONT CAPITAL MANAGEMENT, LLC

Office #1: 411 Seventh Avenue Suite 1425, Pittsburgh, PA 15219-1905

RIA

CRD#: 128939

PITTSBURGH, PA

Past

September 14, 1999 - September 30, 2002

YP, LLC

CRD#: 23742

PITTSBURGH, PA

Past

October 14, 1991 - February 20, 1992

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

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
(10/14/2025)

IAR

Texas
(3/7/2013)

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 66

Date: 1/14/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/24/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/13/1999

General Securities Representative Examination

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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Darrin K. Duda

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Darrin Keith Duda's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAKMONT CAPITAL MANAGEMENT, LLC

YP, LLC

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

OAKMONT CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/14/2000

Series 63

Date: 10/24/1991

Series 7

Date: 9/13/1999

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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