Overview
Assets Under Management: $150 million
Headquarters: ALBUQUERQUE, NM
High-Net-Worth Clients: 58
Average Client Assets: $1.2 million
Frequently Asked Questions
OAKMONT ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #158890), OAKMONT ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
OAKMONT ADVISORY GROUP, LLC is headquartered in ALBUQUERQUE, NM.
OAKMONT ADVISORY GROUP, LLC serves 58 high-net-worth clients according to their SEC filing dated April 02, 2026. View client details ↓
According to their SEC Form ADV, OAKMONT ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
OAKMONT ADVISORY GROUP, LLC manages $150 million in client assets according to their SEC filing dated April 02, 2026.
According to their SEC Form ADV, OAKMONT ADVISORY GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.78%
Average Client Assets: $1.2 million
Total Client Accounts: 1,146
Discretionary Accounts: 1,112
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 158890
Filing ID: 2088782
Last Filing Date: 2026-04-02 14:46:13