Oakmont Capital Management
45yrs
Top advisor by experience in Oakmont
22yrs
Based in Oakmont, Pennsylvania, Eric Smith is a fiduciary financial advisor with 22 years of industry experience. Eric has been with Invicta Advisors since 2018; before that, Eric spent four years at Trustmont Advisory Group. Invicta Advisors offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 26 advisors with offices in Oakmont, and one of 22 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 65% of advisors nationwide
Office527 Cedar Way Suite 101, Oakmont, PA 15139
FirmInvicta Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$254,769
Advisors at the firm11
States licensed ?1 state
Services through Invicta Advisors
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowInvicta Advisors LLCCurrent firm
- 2014 – 2018Trustmont Advisory Group, Inc.Previously
Questions to ask Eric
Tailored to Eric’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Invicta Advisors at (412) 349-8684 and ask for Eric Smith. Eric works from the Oakmont, PA office.
How long has Eric been a financial advisor?
Eric has been in the industry since 2004, about 22 years. More experience than 65% of advisors nationwide.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Invicta Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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