RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Mexico
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 15, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HICKS, DAVID, BRADFORDIPARTNER & CHIEF COMPLIANCE OFFICERD Control
HICKS, DAVID, BRADFORDIPARTNER & CHIEF COMPLIANCE OFFICERD Control
HICKS, DAVID, BRADFORDIPARTNER & CHIEF COMPLIANCE OFFICERD Control
HICKS, DAVID, BRADFORDIPARTNER & CHIEF COMPLIANCE OFFICERD Control
HICKS, DAVID, BRADFORDIPARTNER & CHIEF COMPLIANCE OFFICERD Control
HICKS, DAVID, BRADFORDIPARTNER & CHIEF COMPLIANCE OFFICERD Control
HICKS, DAVID, BRADFORDIPARTNER & CHIEF COMPLIANCE OFFICERD Control
HICKS, DAVID, BRADFORDIPARTNER & CHIEF COMPLIANCE OFFICERD Control
HICKS, DAVID, BRADFORDIPARTNER & CHIEF COMPLIANCE OFFICERD Control
HICKS, RALPH, WILLIAMIMANAGING MEMBERD Control
HICKS, RALPH, WILLIAMIMANAGING MEMBERD Control
HICKS, RALPH, WILLIAMIMANAGING MEMBERD Control
HICKS, RALPH, WILLIAMIMANAGING MEMBERD Control
HICKS, RALPH, WILLIAMIMANAGING MEMBERD Control
HICKS, RALPH, WILLIAMIMANAGING MEMBERD Control
HICKS, RALPH, WILLIAMIMANAGING MEMBERD Control
HICKS, RALPH, WILLIAMIMANAGING MEMBERD Control
HICKS, RALPH, WILLIAMIMANAGING MEMBERD Control

Registrations

Federal

IA
Oct 15, 2025 REGISTERED

Notice Filings (2)

NM TX

Address

2001 CARLISLE BLVD NE
SUITE D
ALBUQUERQUE, NM 87110-4939
United States
Phone: 505-821-6966