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ABOUT US

 

Terry Bilkey and Jerry Katz established BilkeyKatz in 2002.  Terry and Jerry had worked together at Terry’s former investment consulting firm for over 15 years servicing a large number of institutional clients nationwide. Having directly observed both the strengths and weaknesses of large firms, they created BilkeyKatz with the goal of serving a highly selective and targeted client base that could benefit from their expertise and background.

 

​On October 1, 2025, BilkeyKatz and Oakmont Capital Management, LLC merged to align both strategically and culturally, rooted in similar investment philosophies and shared professional values. Jon Koteski, Darrin Duda, and Patrick Fisher are the firm’s current owners.

 

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© 2026 BilkeyKatz Investment Consultants │ All Rights Reserved │ (412) 803-9900  │ 

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Advisory services are offered through Oakmont Capital Management, LLC also doing business as BilkeyKatz Investment Consultants, a registered investment advisor. Registration does not imply a certain level of skill or training. The website content provided is for informational purposes only and should not be construed as investment advice. It is also not intended as a solicitation of any specific investment or product. Investing involves various risks, including the possible loss of principal. There is no assurance that any investment strategy will achieve its objective. Past performance is also not indicative of future results. Any information provided on this website should not be intended as tax or legal advice and should not be relied upon as such. You are encouraged to seek tax and/or legal advice from a qualified professional. Additional information about Oakmont Capital Management, LLC also doing business as BilkeyKatz Investment Consultants is available on the United States Securities and Exchange Commission (SEC) website at www.adviserinfo.sec.gov. You can search this site by an unique identifying number known as a CRD number. The CRD number for Oakmont Capital Management, LLC is 128939.

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