Wealth Manager
    SEC Registered
    Manages Private Funds

    Oakmont Advisory Group, LLC

    Registered investment advisor · Albuquerque, New Mexico · CRD #158890

    Assets Under Management
    $150M
    Client Accounts
    1,146
    Employees
    7
    CRD Number
    158890
    Registration
    SEC Registered
    Custodian
    Altruist Financial Llc, Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Oakmont Advisory Group, LLC

    Oakmont Advisory Group, LLC is a SEC-registered investment advisory firm headquartered in Albuquerque, New Mexico, managing approximately $150M in regulatory assets across 1,146 client accounts. The firm's full regulatory record is filed with the SEC under CRD #158890.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Oakmont Advisory Group, LLC's AUM?

    Oakmont Advisory Group, LLC reports approximately $150M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Oakmont Advisory Group, LLC headquartered?

    Oakmont Advisory Group, LLC is headquartered in Albuquerque, New Mexico.

    What is Oakmont Advisory Group, LLC's CRD number?

    Oakmont Advisory Group, LLC's CRD number is 158890. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Oakmont Advisory Group, LLC manage?

    Oakmont Advisory Group, LLC manages approximately 1,146 client accounts according to its latest SEC filing.

    Is Oakmont Advisory Group, LLC SEC registered?

    Yes, Oakmont Advisory Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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