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OAK CITY INVESTMENT CONSULTING
OAK CITY CONSULTING, LLC
CRD 162220 · SEC 801-74468
9733 FONVILLE RD, WAKE FOREST, NC, 27587, United States
Phone
919-844-6450
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.43B
Discretionary AUM
$171.0M
Team
6 total employees; 3 advisory reps
Clients
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Fees
Percentage of AUM; Fixed fees; LICENSE FEE
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersTHE COMPANY IS ENGAGED IN LICENSING AS AN INDEX PROVIDER TO EXCHANGE TRADED FUNDS ("ETFS")
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $20.0M |
| Charitable organizations | 14 | $1.41B |
States served
NC, TX
All web addresses on file
Official SEC filing: View on IAPD