Kyle R. Rioboli

OAKMONT CAPITAL MANAGEMENT

OAKMONT, PA 15139

Some features on this profile are disabled

CRD#: 7363293

Professional summary

Kyle Richard Rioboli, CFA is a registered financial advisor currently at OAKMONT CAPITAL MANAGEMENT, LLC located in Oakmont, Pennsylvania.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Kyle has worked at 1 firm .

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 Kyle Richard Rioboli'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®

CFA

Chartered Financial Analyst

Experience

Current

May 5, 2021 - Present

OAKMONT CAPITAL MANAGEMENT, LLC

Office #1: 856 Allegheny River Blvd, Oakmont, PA 15139

RIA

CRD#: 128939

OAKMONT, 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".

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
(5/5/2021)

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

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Andrea Robertson

JANNEY MONTGOMERY SCOTT LLC

IAR

Sewickley (wexford), PA

Richard Sabo

J. W. COLE ADVISORS, INC.

IAR

GIBSONIA, PA

Lee Oleinick

UBS FINANCIAL SERVICES INC.

IAR

Boca Raton, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kyle R. Rioboli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Richard Rioboli's CRS (Customer Relationship Summary).

Certified licenses

Experience

OAKMONT CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

OAKMONT CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

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

Similar Advisors