Oakmont Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$146,973,079
Clients
473
Advisors
3
of 7 employees
About
Oakmont Advisory Group primarily serves individual and high-net-worth clients as well as pension and employee benefit plans, providing ongoing portfolio management and pension consulting. The firm creates individualized Investment Policy Statements and offers discretionary and non-discretionary management, including referrals to third‑party advisers when appropriate.
The firm's investment process combines multiple methods of analysis — including cyclical, fundamental, quantitative, technical, and modern portfolio theory — and uses a mix of long-term, short-term and options strategies. Oakmont may implement model allocations, monitor outside managers it selects, and conducts periodic reviews with reports provided at least quarterly.
Compared with many peers, Oakmont discloses an affiliation with an insurance business and that multiple firm principals are licensed insurance agents who may receive commissions for insurance sales, a relationship the brochure addresses as a conflict of interest. The firm also documents fee‑sharing arrangements with several third‑party managers and notes the use of testimonials in its advertising, while its ADV discloses a prior FINRA advertising matter from 2013.
Client services
Expertise
Fee options
$1 - $500,000: 1.20% $500,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.75% $3,000,001 - AND UP: 0.45%
Separate commissions may be earned from insurance product sales by certain representatives.
Account minimum: $100,000 (may be waived at advisor's discretion)
Main office
2001 Carlisle Blvd NE, Suite D
Albuquerque NM 87110-4939
Advisors at this office
3
Most active in
Louisiana · New Mexico · Texas
Also doing business as
Hicks Advisory Group, LLC · Oakmont Advisory Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brandon K
Series 65
Albuquerque, NM
Oakmont Advisory Group, LLC
Brandon Kinsner is a financial advisor at Oakmont Advisory Group, LLC in Albuquerque, NM. He holds a Series 65 credential and has three years of industry experience. Prior to joining Oakmont Advisory Group, he worked at OPS BTFO, UbreakIfix, and Miracle Fulfillment. Oakmont Advisory Group provides fee-based financial planning and investment management services to individual investors, households, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis and incorporates third-party model signals in its investment approach.
David H
Series 65
Albuquerque, NM
Oakmont Advisory Group, LLC
David Hicks is a financial advisor with Oakmont Advisory Group, LLC in Albuquerque, NM, holding a Series 65 credential and 13 years of industry experience. He has been with Oakmont Advisory Group since 2013 and is also involved with Lowkey Holdings, LLC. Hicks serves on the Board of Directors of Oak Grove Classical Academy, a K-12 private Christian school in Albuquerque. Oakmont Advisory Group provides fee-based financial planning and investment management to individuals, households, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes a range of strategies from long-term holdings to shorter-term trading and options.
Ralph H
ChFC®, Series 63, Series 65
Albuquerque, NM
Oakmont Advisory Group, LLC
Ralph Hicks Jr. is a financial advisor with Oakmont Advisory Group, LLC in Albuquerque, NM, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience and has been with Oakmont Advisory Group since 2011. In addition to his advisory role, he is the managing member of Oakmont Insurance, LLC, an insurance agency he formed in 2005. Oakmont Advisory Group provides fee-based financial planning and investment management services to individual investors, households, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, and cyclical analysis and utilizes various strategies including long-term holdings, shorter-term trading, and options, supported by third-party model signals and platforms.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)