OAK CITY CONSULTING, LLC
Doing business as OAK CITY INVESTMENT CONSULTING. SEC Form ADV profile.
Total regulatory AUM
$1,431,568,150
Discretionary
$170,972,542
Non-discretionary
$1,260,595,608
Firm details
- CRD number
- 162220
- SEC file number
- 801-74468
- Main office
- WAKE FOREST, NC, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.