Oakmont Advisory Group, LLC
Oakmont Advisory Group, LLC is an SEC-registered mass-market adviser in Albuquerque, NM with $149.5M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Oakmont Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158890, SEC 801-128685, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $149.5M (2026-05-26)
- Firm type
- Mass-Market Adviser
- Location
- Albuquerque, NM
- Employees
- 7
- Clients
- 476
- CRD
- 158890
- Ownership
- HICKS, RALPH, WILLIAM; HICKS, DAVID, BRADFORD
How much AUM does Oakmont Advisory Group, LLC have?
Oakmont Advisory Group, LLC reported $149.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Oakmont Advisory Group, LLC?
Disclosed owners and executives of Oakmont Advisory Group, LLC include HICKS, RALPH, WILLIAM, HICKS, DAVID, BRADFORD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.