OAKMONT ADVISORY GROUP, LLC
CRD #158890 SEC #801-128685 ALBUQUERQUE, NM 505-821-6966
SEC Registered
Total AUM
$127.4M
Discretionary
$121.7M
Employees
7
Clients
251
Accounts
491
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $127.4M | $121.7M | $5.7M | 7 | 0 |
| Mar 2025 | $127.4M | $121.7M | $5.7M | 7 | 0 |
| Sep 2024 | $108.2M | $105.5M | $2.7M | 7 | 0 |
| Mar 2024 | $108.2M | $105.5M | $2.7M | 7 | 15 |
| Sep 2023 | $107.8M | $104.5M | $3.3M | 7 | 0 |
| Aug 2023 | $107.8M | $104.5M | $3.3M | 7 | 0 |
| Aug 2023 | $107.8M | $104.5M | $3.3M | 7 | 0 |
| Aug 2023 | $107.8M | $104.5M | $3.3M | 7 | 0 |
DateOct 2025
Total AUM$127.4M
Discretionary$121.7M
Non-Disc.$5.7M
Employees7
Clients0
DateMar 2025
Total AUM$127.4M
Discretionary$121.7M
Non-Disc.$5.7M
Employees7
Clients0
DateSep 2024
Total AUM$108.2M
Discretionary$105.5M
Non-Disc.$2.7M
Employees7
Clients0
DateMar 2024
Total AUM$108.2M
Discretionary$105.5M
Non-Disc.$2.7M
Employees7
Clients15
DateSep 2023
Total AUM$107.8M
Discretionary$104.5M
Non-Disc.$3.3M
Employees7
Clients0
DateAug 2023
Total AUM$107.8M
Discretionary$104.5M
Non-Disc.$3.3M
Employees7
Clients0
DateAug 2023
Total AUM$107.8M
Discretionary$104.5M
Non-Disc.$3.3M
Employees7
Clients0
DateAug 2023
Total AUM$107.8M
Discretionary$104.5M
Non-Disc.$3.3M
Employees7
Clients0