OAK CITY INVESTMENT CONSULTING
Wake Forest, United States · CRD 162220
SEC-registered investment adviser since 2012 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$1.4bn
- Main clients (by assets)Charities 99%, Individuals 1%
- Websiteoakcityinvestmentconsulting.com
- Form ADV · 2026-07-28SEC adviser record
- Kindinstitutions
- Others nearbyWake Forest, NC
As an employer
- Staff (Form ADV)6 · 3 in investment roles
- Offices in1 country