OAKMONT ADVISORY GROUP, LLC
Firm details
- Headquarters
- ALBUQUERQUE, New Mexico
- CRD number
- 158890
- Registered since
- September 1, 2023
- Website
- oakmontadvisory.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals50.53%
- HNWI47.78%
- Pension & Profit Sharing Plans1.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Oakmont Advisory Group, LLC is an independent registered investment adviser that provides financial planning and portfolio management for individuals, small businesses and institutional clients. The firm operates as a capital allocator and offers selection of third‑party advisers alongside direct portfolio management. Compensation is tied to a percentage of assets under management. Oakmont reports an affiliation with an insurance company and does not describe itself as an active ESG investor or a multi‑state adviser. Oakmont was registered with the SEC in 2023 and is organized as a limited liability company under individual ownership. Core advisory activities listed on filings include financial planning, portfolio management for both retail and institutional accounts, and manager selection.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities19%
- Cash & Cash Equivalents12%
Contacts
3 of 3BRANDON KINSNER
Account Service AssociateCRD 7621973
RALPH HICKS
Partner, Investment AdvisorCRD 1500855
DAVID HICKS
Investment Advisor & PartnerCRD 6156912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$92.5M in ETFs
75%
$69.4M
22%
$23.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $13.2M | 22,065 | 14.25% |
Location
ALBUQUERQUE, NM
BERNALILLO
Location
ALBUQUERQUE, NM
Headquartered in ALBUQUERQUE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.
- Metro area
- Albuquerque-Santa Fe-Las Vegas, NM
- Region
- West
- County
- BERNALILLO
- Address
- 2001 Carlisle Blvd NE
- Time zone
- MT (UTC-7)
- Office locations
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