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Oakmont Advisory Group
OAKMONT ADVISORY GROUP, LLC is an SEC-registered investment adviser in ALBUQUERQUE, NM, registered since 2023. The firm manages $150 million in assets, $142...
Oakmont Advisory Group
OAKMONT ADVISORY GROUP, LLC is an SEC-registered investment adviser in ALBUQUERQUE, NM, registered since 2023. The firm manages $150 million in assets, $142 million on a discretionary basis. It employs 7 staff and 3 investment advisers.
General information
Firm type
Single Family Office
Frequently asked questions
Who is the principal behind Oakmont Advisory Group?
There is no public documentation identifying the founding principal or family served by Oakmont Advisory Group. The firm does not publish this information on a website or in regulatory filings (per public record).
What investment strategy does Oakmont Advisory Group follow?
No information is available about Oakmont Advisory Group's investment strategy, asset-class preferences, or deal structures. The firm does not have a public presence or media coverage that details its approach (per public record).
Is Oakmont Advisory Group an active or passive investor?
Because there is no public disclosure, it is not possible to determine whether Oakmont Advisory Group makes direct investments, fund commitments, or holds passive assets. The firm's operational posture is unknown (per public record).
Does Oakmont Advisory Group have a team or outside advisors?
No team members or external advisors are listed in any public source. The firm may operate with a very small private staff, but this is not confirmed (per public record).
Where is Oakmont Advisory Group located?
No office address or geographic headquarters is publicly listed. The firm's regional footprint is unknown (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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