⚲
|
Oak City Consulting LLC
✚
|
|
---|---|
CRD # | 162220 |
SEC # | 801-74468 |
CIK # | |
AUM | $782.5 MM (2024-03-13) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 919-844-6450 |
Address | 214 E Jones Ave Wake Forest, NC 27587 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 28 | 14.9 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 12 | 767.7 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 245 | 782.5 |
By Discretionary | ||
Discretionary | 110 | 153.8 |
Non-Discretionary | 135 | 628.8 |
Total | 245 | 782.5 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 782.5 | |
Total | 245 | 782.5 |
Comparable Firms | State | AUM ($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 |