Investment adviser · CRD 158890
OAKMONT ADVISORY GROUP, LLC
Investment adviser filing (IA)
ALBUQUERQUE, NM, United States · Form ADV filed May 26, 2026
- Regulatory AUM
- $150M Form ADV · Item 5.F
- Client accounts
- 1,146 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 415 | $75,545,598 | 50.5% |
| High-net-worth individuals | 58 | $71,427,481 | 47.8% |
| Retirement plans | Fewer than 5 | $2,533,644 | 1.7% |
Filing source
Form ADV 2108110 · May 26, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 26, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
2001 CARLISLE BLVD NE, SUITE DALBUQUERQUE, NM, 87110-4939, United States
CRD 158890
Filing source
Form ADV 2108110 · May 26, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.