# OAKMONT ADVISORY GROUP, LLC

OAKMONT ADVISORY GROUP, LLC of ALBUQUERQUE, NM is an SEC-registered investment adviser.

## Registration

- CRD: 158890
- Type: SEC-registered investment adviser
- SEC file number: 801-128685
- Location: 2001 CARLISLE BLVD NE, SUITE D, ALBUQUERQUE, NM, 87110-4939
- Phone: 505-821-6966
- Latest filing: 2026-05-26
- Regulatory AUM: $149.5M
- Discretionary AUM: $141.6M
- Non-discretionary AUM: $7.9M
- Clients: 7
- Accounts: 1,146

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Ralph William Hicks | MANAGING MEMBER | — |
| David Bradford Hicks | PARTNER & CHIEF COMPLIANCE OFFICER | Albe, NM |
| HICKS RALPH WILLIAM | MANAGING MEMBER | — |
| HICKS DAVID BRADFORD | PARTNER & CHIEF COMPLIANCE OFFICER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158890/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158890/similar
- Related entities: https://search.stillhousedata.com/firm/158890/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158890

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.