David Bradford Hicks
Investment adviser representative at Oakmont Advisory Group, LLC
17 yearsExperience
1 stateRegistered in
$149.5MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Lowkey Holdings, LLCFeb 2019 to now
- Oakmont Advisory Group, LLCJan 2013 to now
- Oakmont Insurance, LLCAug 2009 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (NM).
Oakmont Advisory Group, LLC
$149.5MAssets managed
476Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6156912
- Firm CRD
- 158890