Oak City Consulting LLC

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Assets, Funds, Holdings

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Oak City Consulting LLC
CRD #162220
SEC #801-74468
CIK #
AUM $782.5 MM (2024-03-13)
Employees 6 (50% Investors, 0% Brokers)
Phone919-844-6450
Address214 E Jones Ave
Wake Forest, NC 27587
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
80064048032016002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 28 14.9
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 12 767.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 245 782.5
By Discretionary
Discretionary 110 153.8
Non-Discretionary 135 628.8
Total 245 782.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 782.5
Total 245 782.5
Comparable Firms State AUM ($BB)
KFA Private Wealth Group LLC
VA 0.8
Margolis Brady Raghavan Financial Inc
TX 0.8
Lexaurum Advisors LLC
KS 0.8
Madden Securities Corporation
TX 0.8
Fortis Group Advisors LLC
NJ 0.8
Pathway Financial Advisors LLC
VT 0.8
Milestone Investment Advisors LLC
WI 0.8
Recurrent Investment Advisors LLC
TX 0.8
Goldstein Advisors LLC
WI 0.8
Quadra Gestao de Recursos Sa
0.8
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