LK
Lawrence J. Koteski
OAKMONT CAPITAL MANAGEMENT
OAKMONT, PA 15139
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CRD#: 2765692
LK
Professional summary
Lawrence Jon Koteski, AIF® is a registered financial advisor currently at OAKMONT CAPITAL MANAGEMENT, LLC located in Oakmont, Pennsylvania.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Lawrence has worked at 3 firms and has passed the Series 66, Series 63, Series 7 and Series 6 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. Koteski is a member of the Board of Directors for RJ Lee Group, Inc., a non-investment-related business. The company is located at 800 Presque Isle Drive, Pittsburgh, PA 15239 and specializes in scientific and technology related services. Mr. Koteski was named to the Board in December of 2008. He devotes approximately 15 hours a month to the company, with less than half of them being during trading hours. His duties include corporate stewardship and oversight. Mr. Koteski is a member of the Board of Directors for Blue Nano Technologies, LLC, a water remediation company located at 258 Kappa Drive, Pittsburgh, PA 15238. His relationship with Blue Nano began in June of 2019 and his duties include corporate governance and strategy decisions. He devotes less than 5 hours a month to the company. Mr. Koteski is a member of the Board of Directors for The Buhl Foundation, a non-profit organization located at 650 Smithfield Street, Pittsburgh, PA 15222. The mission of the foundation is creating community legacies through leveraging resources to encourage people and organizations to dream, innovate, and take action. Mr. Koteski's relationship with The Buhl Foundation began in July of 2024. He devotes approximately 10 hours a month to the Foundation, with most of this time being during trading hours. Mr. Koteski is the Varsity Head Coach for the Fox Chapel Girls' High School Golf Team, a non-investment related paid part-time position which he began in 2024. The high school is located at 611 Field Club Road, Fox Chapel, PA 15238. Less than 5% of Mr. Koteski's professional time is dedicated to this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Jon Koteski's 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®
Experience
Current
January 20, 2004 - Present
OAKMONT CAPITAL MANAGEMENT, LLC
Office #1: 655 Allegheny Avenue, Oakmont, PA 15139RIA
CRD#: 128939
OAKMONT, PA
Past
September 30, 1999 - May 24, 2002
YP, LLC
BD
CRD#: 23742
PITTSBURGH, PA
Past
July 31, 1996 - October 16, 1996
WADDELL & REED
BD
CRD#: 866
OVERLAND PARK, KS
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".
OC
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)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(1/20/2004)
IAR
Texas(8/19/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
OC
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)Upgrade to AdvisorCheck Premium
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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
19
SEC notice filing (9 States and Territories)
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 | ||
| 10/11/2024 | ||
| 03/22/2024 | ||
| 02/28/2023 |
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.
