|
⚲
|
| Oak City Consulting LLC
✚
|
|
|---|---|
| CRD # | 162220 |
| SEC # | 801-74468 |
| CIK # | |
| AUM | $765.7 MM (2023-03-15) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 919-844-6450 |
| Address | 214 E Jones Ave Wake Forest, NC 27587 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 15.4 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 750.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 254 | 765.7 |
| By Discretionary | ||
| Discretionary | 114 | 159.3 |
| Non-Discretionary | 140 | 606.4 |
| Total | 254 | 765.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 765.7 | |
| Total | 254 | 765.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Glass Jacobson Investment Advisors LLC
✚
|
MD | 0.8 |
|
Hodges Capital Management Inc
✚
|
TX | 0.8 |
|
Scott Capital Advisors LLC
✚
|
OR | 0.8 |
|
Dean Investment Associates LLC
✚
|
OH | 0.8 |
|
HNP Capital LLC
✚
|
NY | 0.8 |
|
Yeske BUIE Inc
✚
|
VA | 0.8 |
|
Compass ION Advisors LLC
✚
|
PA | 0.8 |
|
Berkshire Money Management Inc
✚
|
MA | 0.8 |
|
van Cleef Asset Management Inc
✚
|
OH | 0.8 |
|
Estabrook Capital Management LLC
✚
|
NY | 0.8 |