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OAKMONT ADVISORY GROUP, LLC
CRD 158890 · SEC 801-128685
2001 CARLISLE BLVD NE, SUITE D, ALBUQUERQUE, NM, 87110-4939, United States
Phone
505-821-6966
Fax
505-312-7533
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.5M
Discretionary AUM
$141.6M
Team
7 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 415 | $75.5M |
| High net worth individuals | 58 | $71.4M |
| Pension/profit sharing plans | 3 | $2.5M |
States served
LA, NM, TX
All web addresses on file
Official SEC filing: View on IAPD