PF
Patrick W. Fisher
BILKEYKATZ INVESTMENT CONSULTANTS
PITTSBURGH, PA 15219-1905
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CRD#: 4324710
PF
Professional summary
Patrick William Fisher is a registered financial advisor currently at BILKEYKATZ INVESTMENT CONSULTANTS located in Pittsburgh, Pennsylvania and OAKMONT CAPITAL MANAGEMENT, LLC located in Pittsburgh, Pennsylvania.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Patrick has worked at 4 firms and has passed the Series 66 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. Fisher serves as a member of the Investment Committee of YWCA Greater Pittsburgh, located at 2313 E. Carson St., 2nd Floor, Pittsburgh, PA 15203. The mission of YWCA Greater Pittsburgh is to eliminate racism and to empower women and is not an investment-related business although his responsibilities are investment-related. He dedicates approximately 1 hour a month, during securities trading hours. His duties include attending quarterly Investment Committee meetings, reviewing investment reports and offering opinions and has held this position since 2018.**-- --**Mr. Fisher serves as a member of the Board of Directors of CCAC Educational Foundation, located at 808 Ridge Ave, Room 102, Pittsburgh, PA 15212. The mission of CCAC Foundation is to support the students and priorities of the Community College of Allegheny County by raising funds, engaging with alumni, and stewarding its resources, and is not an investment-related business although his responsibilities are investment-related. He dedicates approximately 1 hour a month, during securities trading hours. His duties include attending Board meetings, reviewing Board reports and offering opinions and has held this position since January 2025.**
CRS (Client Relationship Summary) - RIA
Click below to view Patrick William Fisher'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®
NoneExperience
Current
March 8, 2013 - Present
BILKEYKATZ INVESTMENT CONSULTANTS
Office #1: 411 Seventh Avenue Suite 1425, Pittsburgh, PA 15219-1905RIA
CRD#: 125216
PITTSBURGH, PA
Current
October 14, 2025 - Present
OAKMONT CAPITAL MANAGEMENT, LLC
Office #1: 411 Seventh Avenue Suite 1425, Pittsburgh, PA 15219-1905RIA
CRD#: 128939
PITTSBURGH, PA
Past
July 25, 2008 - November 12, 2012
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
RIA
CRD#: 128591
PITTSBURGH, PA
Past
January 12, 2001 - November 19, 2002
YP, LLC
BD
CRD#: 23742
PITTSBURGH, PA
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(10/14/2025)
IAR
Texas(3/8/2013)
Exams
State Security Law 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
