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 operating as an LLC. The firm is SEC-registered (since 2023) and owned by an individual principal. It bills clients on a percentage-of-AUM basis and acts as a capital allocator for both individual/family and institutional clients. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Oakmont reports an affiliation with an insurance company and is not identified as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3
Brandon 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 260Active vs passive
$111M in ETFs
74%
$82.2M
23%
$28.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $15M | 21,838 | 13.50% |
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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