Thomas S. Thompson

OAKMONT CAPITAL MANAGEMENT

OAKMONT, PA 15139

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CRD#: 706642

Professional summary

Thomas Scott Thompson, who also goes by T Scott Thompson, is a registered financial advisor currently at OAKMONT CAPITAL MANAGEMENT, LLC located in Oakmont, Pennsylvania.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Thomas has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

T Scott Thompson

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. Thompson is a Board Member of the Psi Diamond Charitable Fund, a 501(c)3 organization. The fund is a College Fraternity Foundation that distributes money for scholarships to members of the Beta Theta Pi Fraternity and to Bethany College. Bethany College is located at 31 South Loop Campus Drive, Bethany, WV 26032. Mr. Thompson dedicates approximately 5 hours a month to the foundation, with approximately half that time during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Scott Thompson'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

May 4, 2009 - Present

OAKMONT CAPITAL MANAGEMENT, LLC

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

RIA

CRD#: 128939

OAKMONT, PA

Past

April 7, 2005 - May 1, 2009

NETWORTH INVESTMENT ADVISORS, INC.

RIA

CRD#: 108167

WEXFORD, PA

Past

October 23, 2003 - December 19, 2003

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

GIBSONIA, PA

Past

September 4, 2003 - December 19, 2003

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

PALM BEACH GARDENS, FL

Past

February 26, 1997 - January 29, 2002

ALLEGHENY INVESTMENTS, LTD.

CRD#: 7597

PITTSBURGH, PA

Past

September 23, 1993 - March 7, 1995

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

LINCOLN, NE

Past

May 30, 1991 - January 27, 1993

YP, LLC

CRD#: 23742

PITTSBURGH, PA

Past

September 19, 1990 - November 8, 1990

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

October 28, 1986 - May 21, 1991

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

Past

December 15, 1982 - March 22, 1985

HORNOR, TOWNSEND & KENT, LLC

CRD#: 4031

Past

April 1, 1980 - August 19, 1981

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

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
(5/4/2009)

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: 2/20/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/7/1981

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/14/1992

General Securities Representative Examination

General Industry/Product Exam

Series 1

Date: 3/20/1980

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/12/1995

General Securities Principal 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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Firm Stability Insights

Thomas S. Thompson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Scott Thompson's CRS (Customer Relationship Summary).

Certified licenses

Experience

NETWORTH INVESTMENT ADVISORS, INC.

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

ALLEGHENY INVESTMENTS, LTD.

ALLSTATE FINANCIAL SERVICES, LLC

YP, LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

THE O.N. EQUITY SALES COMPANY

Primary Firm SEC Registration

OAKMONT CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/20/1996

Series 63

Date: 5/7/1981

Series 7

Date: 10/14/1992

Series 1

Date: 3/20/1980

Series 24

Date: 1/12/1995

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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