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David Bradford Hicks

OAKMONT ADVISORY GROUP, LLC·ALBUQUERQUE, New Mexico
Series 65Clean record13 years registeredOAKMONT ADVISORY GROUP, LLC
2001 CARLISLE BLVD NE, ALBUQUERQUE, NM 87110-4939CRD# 6156912Firm CRD# 158890

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Bradford Hicks · ALBUQUERQUE, NM
Registration
CRD #6156912 · OAKMONT ADVISORY GROUP, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

OAKMONT ADVISORY GROUP, LLC
Jan 2013 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 22, 2013
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OAKMONT ADVISORY GROUP, LLC
CRD 158890 · SEC 801-128685
AUM
$108M
Regulatory assets under management
Employees
7
1,021 client accounts
Services offered by OAKMONT ADVISORY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OAKMONT ADVISORY GROUP, LLC →
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05

Frequently Asked Questions

What services does David Bradford Hicks offer?
David Bradford Hicks specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are David Bradford Hicks's credentials?
David Bradford Hicks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bradford Hicks located?
David Bradford Hicks is based in ALBUQUERQUE, New Mexico, working with OAKMONT ADVISORY GROUP, LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does David Bradford Hicks charge for services?
David Bradford Hicks's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAKMONT ADVISORY GROUP, LLC?
OAKMONT ADVISORY GROUP, LLC has approximately 7 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAKMONT ADVISORY GROUP, LLC

Ralph William Hicks
ALBUQUERQUE, NM
ChFC

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