David Bradford Hicks

Employer firm

Oakmont Advisory Group, LLC CRD 158890

$150M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Oakmont Advisory Group, Llc
  Albuquerque, NM
• 08/2009 → Present
  Oakmont Insurance, Llc
  Albuquerque, NM
• 02/2019 → Present
  Lowkey Holdings, Llc
  Albuquerque, NM

Other Businesses

1) OAKMONT INSURANCE, LLC - INVESTMENT RELATED - ALBUQUERQUE, NM - INSURANCE - MARKETING DIRECTOR AND INSURANCE AGENT SINCE 08/2009. 100 HOURS A MONTH ALL DURING MARKET HOURS - SALE OF INSURANCE PRODUCTS AND SERVICES 2) LOWKEY HOLDINGS, LLC; INVESTMENT RELATED: NO; LOCATION: 2001 CARLISLE BLVD NE, ALBUQUERQUE, NM 87110; DESCRIPTION: REAL ESTATE HOLDING COMPANY.; POSITION TITLE: OWNER; RESPONSIBILITIES DUTIES: MANAGEMENT OF REAL ESTATE PROPERTY; START DATE: 2019-02-11; HOURS DEVOTED DURING TRADING HOURS: 2; HOURS DEVOTED OUTSIDE TRADING HOURS: 10. 3) OAK GROVE CLASSICAL ACADEMY; NOT INVESTMENT RELATED; LOCATION: 8888 HARPER RD NE ALBUQUERQUE NM 87111 USA; DESCRIPTION: OAK GROVE CLASSICAL ACADEMY, LOCATED IN ALBUQUERQUE, NM, IS A K-12 PRIVATE, CHRISTIAN SCHOOL THAT COMBINES CLASSICAL EDUCATION WITH A BIBLICAL WORLDVIEW. THE ACADEMY EMPHASIZES RIGOROUS ACADEMICS, CHARACTER DEVELOPMENT, AND CRITICAL THINKING TO EMPOWER STUDENTS FOR LIFELONG LEARNING AND SUCCESS.; POSITION TITLE: OAK GROVE CLASSICAL ACADEMY; RESPONSIBILITIES DUTIES: BOARD OF DIRECTORS MEMBER.; START DATE: 2023-01-01; HOURS PER MONTH DURING TRADING HOURS: 1; HOURS PER MONTH OUTSIDE TRADING HOURS: 6.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-16

Other Names

• David Hicks