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- Custodian
- Altruist · Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-03-2011
- Office Locations
- 1
Office Locations
About Oakmont Advisory Group, LLC
Oakmont Advisory Group is a boutique, fee-based wealth manager in Albuquerque focused on retirees and people within ~5 years of retirement. The firm provides investment management and comprehensive planning—including estate, tax, and healthcare guidance—through its proprietary “Retirement Design” process. Clients typically delegate multi-account portfolios; custody includes Schwab and Fidelity. Unique touch: ongoing Retirement Planning Meetings (RPMs) throughout the year.
Team overview
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Investment Themes
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Services
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Owner & Executives
DAVID BRADFORD HICKS
Chief Compliance Officer, Investment Advisor, PARTNER
- CRD
- #6156912
- Ownership
- 50% but less than 75%
RALPH WILLIAM HICKS JR
Investment Advisor, Managing Member
- CRD
- #1500855
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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BRANDON CONNOR KINSNER
Investment Advisor
- CRD
- #7621973
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $141,615,510 | $127,352 |
| Non-Discretionary | $7,891,213 | $232,095 |
| Total | $149,506,723 | $130,460 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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