# Oakmont Advisory Group, LLC

> Oakmont Advisory Group, LLC is an SEC-registered investment advisory firm in Albuquerque, NM, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 26, 2026.

- CRD: 158890
- Filed as: OAKMONT ADVISORY GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Albuquerque, NM
- Filing period: October 2026
- Form ADV filing dated: May 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158890
- AdvisorCensus page: https://advisorcensus.com/firm/oakmont-advisory-group-llc-albuquerque-nm-158890

## Quick answers

**How is Oakmont Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oakmont Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Oakmont Advisory Group, LLC located?**
Oakmont Advisory Group, LLC's principal office is in Albuquerque, NM, according to its Form ADV.

**Is Oakmont Advisory Group, LLC registered with the SEC or a state?**
Oakmont Advisory Group, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 158890.

**How much does Oakmont Advisory Group, LLC manage?**
Oakmont Advisory Group, LLC reports $149,506,723 in regulatory assets under management in its Form ADV filing dated May 26, 2026 (95% discretionary).

**How have Oakmont Advisory Group, LLC's assets and staff changed since 2023?**
In the Form ADV data for Oakmont Advisory Group, LLC: Regulatory assets under management: $107,804,446 in the October 2023 data and $149,506,723 in the October 2026 data, up 39%. Total employees: 7 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oakmont Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (415); high net worth individuals (58); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Oakmont Advisory Group, LLC use?**
Oakmont Advisory Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Oakmont Advisory Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/158890

**Does Oakmont Advisory Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 26, 2026 says: "OAK generally requires a minimum household account value of $100,000 to open and maintain an account. This minimum may be waived at the discretion of the Advisor based on client needs and portfolio complexity."

**What changed in Oakmont Advisory Group, LLC's recent Form ADV filings?**
In the May 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.E(2), 11.E(4)). Registered or notice-filed in LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 26, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> OAK generally requires a minimum household account value of $100,000 to open and maintain an account. This minimum may be waived at the discretion of the Advisor based on client needs and portfolio complexity.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $149,506,723
- Discretionary: $141,615,510
- Non-discretionary: $7,891,213

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 415 | $75,545,598 |
| High net worth individuals | 58 | $71,427,481 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $2,533,644 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NM, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [oakmontadvisory.com](https://oakmontadvisory.com)
- [wealth.emaplan.com/EMA/DEFAULT.ASPX](https://wealth.emaplan.com/EMA/DEFAULT.ASPX)
- Facebook @OAKMONTADVISORYGROUP
- Instagram @OAKMONTADVISORY
- LinkedIn @OAKMONT-ADVISORY-GROUP
- X @OAKMONTADVISORY

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $107,804,446 | 7 | September 21, 2023 |
| October 2024 | $108,198,163 | 7 | September 24, 2024 |
| October 2025 | $127,368,862 | 7 | March 27, 2025 |
| October 2026 | $149,506,723 | 7 | May 26, 2026 |

Regulatory assets under management: $107,804,446 in the October 2023 data and $149,506,723 in the October 2026 data, up 39%.
Total employees: 7 in October 2023 and 7 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.E(2), 11.E(4)).
- Registered or notice-filed in LA.

### April 2026
- Regulatory assets under management went from $127,368,862 to $149,506,723 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oakmont Advisory Group, LLC (CRD 158890): Form ADV filing data as of October 2026.