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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM none

BILKEYKATZ INVESTMENT CONSULTANTS

BILKEYKATZ INVESTMENT CONSULTANTS, INC., CRD 125216

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f4e18346-e1b9-c5fb-8258-0b31bb39edff

Data as of Mar 21, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 1
Observed: Mar 29, 2012 to Mar 21, 2025
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Bilkeykatz Investment Consultants

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2025-03-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 8
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 7
SEC number: 801-61838
CRD: 125216
Filings on the tape: 34
First filed: Mar 29, 2012
Latest filed: Mar 21, 2025
Organised: Corporation, PA
Website: bilkeykatz.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FISHER, PATRICK, WILLIAM	CFA; CAIA; SECRETARY; TREASURER; DIRECTOR	D	yes	03/2019	Mar 22, 2016	Mar 25, 2024
KATZ, JERRY, EDWARD	CFA; CHAIRMAN OF THE BOARD; DIRECTOR	Na	yes	12/2002	Mar 29, 2012	Mar 25, 2024
BERTAN, ELDA, JEAN	CHIEF COMPLIANCE OFFICER	Na	no	04/2004	Mar 29, 2012	Mar 25, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 21, 2025	$0	$0	8	4	1	n/a	n/a
2023	Mar 25, 2024	n/a	n/a	8	4	1	n/a	n/a
2022	Mar 23, 2023	n/a	n/a	8	4	1	n/a	n/a
2021	Mar 22, 2022	n/a	n/a	8	4	1	n/a	n/a
2020	Mar 22, 2021	n/a	n/a	8	4	1	n/a	n/a
2019	Mar 30, 2020	n/a	n/a	8	4	0	n/a	n/a
2018	Mar 27, 2019	n/a	n/a	8	4	0	n/a	n/a
2017	Mar 29, 2018	n/a	n/a	8	4	0	n/a	n/a
2016	Mar 28, 2017	n/a	n/a	7	4	n/a	n/a	n/a
2015	Mar 22, 2016	n/a	n/a	7	4	n/a	n/a	n/a
2014	Mar 23, 2015	n/a	n/a	7	4	n/a	n/a	n/a
2013	Mar 25, 2014	n/a	n/a	7	4	n/a	n/a	n/a
2012	Mar 26, 2013	n/a	n/a	7	4	n/a	n/a	n/a
2011	Mar 29, 2012	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$0	n/a	n/a	n/a	n/a	8	8	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
OAKMONT CAPITAL MANAGEMENT, LLC	2	Dec 3, 2025	Oct 14, 2025	PITTSBURGH, PA	Team lift out	Other	66.7%

Relationships

Registered with (3)

← JERRY EDWARD KATZAdvisorregistration: previous registration
Mar 6, 2013 to Dec 22, 2025factForm ADV
← DARRIN KEITH DUDAAdvisorregistration: previous registration
Mar 7, 2013 to Dec 3, 2025factForm ADV
← PATRICK WILLIAM FISHERAdvisorregistration: previous registration
Mar 8, 2013 to Dec 3, 2025factForm ADV

Moved with (1)

→ OAKMONT CAPITAL MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Dec 3, 2025 to Oct 14, 2025factForm ADV

Controls (2)

← KATZ, JERRY, EDWARDOwnerCFA; CHAIRMAN OF THE BOARD; DIRECTOR, ownership code NA, individual
Mar 29, 2012 to Mar 25, 2024factForm ADV
← FISHER, PATRICK, WILLIAMOwnerCFA; CAIA; SECRETARY; TREASURER; DIRECTOR, ownership code D, individual
Mar 22, 2016 to Mar 25, 2024factForm ADV

Owns (1)

← BERTAN, ELDA, JEANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 29, 2012 to Mar 25, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 22, 2025
Advisor changed firm
Jerry Edward Katz left Bilkeykatz Investment Consultants for Oakmont Capital Management, Llc (registered 2025-10-14)
Form ADVobserved 5 days ago
Occurred
Dec 3, 2025
Team lift-out
2 advisors left Bilkeykatz Investment Consultants (Pittsburgh, PA) for Oakmont Capital Management, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Dec 3, 2025
Advisor changed firm
Darrin Keith Duda left Bilkeykatz Investment Consultants for Oakmont Capital Management, Llc (registered 2025-10-14)
Form ADVobserved 5 days ago
Occurred
Dec 3, 2025
Advisor changed firm
Patrick William Fisher left Bilkeykatz Investment Consultants for Oakmont Capital Management, Llc (registered 2025-10-14)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Jan 2, 2026
Bilkeykatz Investment Consultants no longer on the SEC adviser roster (last listed 2025-12-20)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f4e18346-e1b9-c5fb-8258-0b31bb39edff
First observed: Mar 29, 2012
Last observed: Mar 21, 2025 18 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BILKEYKATZ INVESTMENT CONSULTANTS

BILKEYKATZ INVESTMENT CONSULTANTS, INC., CRD 125216

PITTSBURGH, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f4e18346-e1b9-c5fb-8258-0b31bb39edff

Data as of Mar 21, 2025 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:02 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FISHER, PATRICK, WILLIAM

CFA; CAIA; SECRETARY; TREASURER; DIRECTOR

yes

03/2019

Mar 22, 2016

Mar 25, 2024

KATZ, JERRY, EDWARD

CFA; CHAIRMAN OF THE BOARD; DIRECTOR

yes

12/2002

Mar 29, 2012

Mar 25, 2024

BERTAN, ELDA, JEAN

CHIEF COMPLIANCE OFFICER

04/2004

Mar 29, 2012

Mar 25, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Mar 21, 2025

n/a

2023

Mar 25, 2024

n/a

2022

Mar 23, 2023

n/a

2021

Mar 22, 2022

n/a

2020

Mar 22, 2021

n/a

2019

Mar 30, 2020

n/a

2018

Mar 27, 2019

n/a

2017

Mar 29, 2018

n/a

2016

Mar 28, 2017

n/a

2015

Mar 22, 2016

n/a

2014

Mar 23, 2015

n/a

2013

Mar 25, 2014

n/a

2012

Mar 26, 2013

n/a

2011

Mar 29, 2012

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

OAKMONT CAPITAL MANAGEMENT, LLC

Dec 3, 2025

Oct 14, 2025

PITTSBURGH, PA

Team lift out

Other

66.7%