Oakmont Advisory Group, Llc
- Regulatory AUM
- $150M
- Discretionary
- $142M
- Clients
- 476
- Avg AUM / client
- $314K
- Accounts
- 1,146
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of May 26, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 415 | $75.5M | 50.5% |
| High net worth individuals | 58 | $71.4M | 47.8% |
| Pension and profit sharing plans | 3 | $2.5M | 1.69% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ralph William Hicks | Managing Member | Chartered Financial Consultant | Oct 2011 (15y) | 50% – 75% |
| David Bradford Hicks | Partner & Chief Compliance Officer | Jan 2013 (14y) | 50% – 75% | |
| Brandon Connor Kinsner | Registered representative | Mar 2023 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/26/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Truist Financial Corp $130M (87% of AUM) May 2026
- Altruist Financial $130M (87% of AUM) May 2026
- Fidelity Brokerage Services $11.2M (9% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 26, 2026.
View current Form ADV (SEC/IAPD) ↗