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Oakmont Advisory Group, LLC

● SEC registered since 2023CRD 158890SEC# 801-128685Albuquerque, NM
Export (members)
Reg. AUM
$127.4M
Employees
7
Accounts
491
Location
Albuquerque, NM

Oakmont Advisory Group, LLC assets under management

Oakmont Advisory Group, LLC operates as an SEC-registered investment adviser based in Albuquerque, NM. The firm has been registered since 2023. It reports $127.4 million in regulatory assets under management and employs 7 people.
instagram.com/oakmontadvisoryView on SEC.gov ↗

Oakmont Advisory Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Bradford Hicks ControlPartner & Chief Compliance Officer50-75%2020
Ralph William Hicks ControlManaging Member50-75%2011

Frequently asked questions

How much does Oakmont Advisory Group, LLC manage?

Oakmont Advisory Group, LLC reports $127.4 million in regulatory assets under management on its Form ADV.

How many employees does Oakmont Advisory Group, LLC have?

Oakmont Advisory Group, LLC reports 7 employees.

Where is Oakmont Advisory Group, LLC located?

Oakmont Advisory Group, LLC is based in Albuquerque, NM and has been SEC-registered since 2023.

Does Oakmont Advisory Group, LLC disclose fund performance?

Oakmont Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2001 Carlisle Blvd NE, Suite D, Albuquerque, NM 87110-4939
Phone505-821-6966
Fax505-312-7533
Office hours8:30 a.m. - 5:30 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$121.7M
Non-discretionary$5.7M
Total (RAUM)$127.4M