| Name | Title | Ownership | Since |
|---|---|---|---|
| Bretton Saunders Danforth Control | Owner | 10-25% | 2025 |
| Christina Jean Baucom Control | Cco | Under 5% | 2020 |
| Daniel Alexander Ward Control | Owner | 10-25% | 2025 |
Oak City Consulting, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
Oak City Consulting, LLC reports 6 employees.
Oak City Consulting, LLC is based in Wake Forest, NC and has been SEC-registered since 2012.
Oak City Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9733 Fonville Rd, Wake Forest, NC 27587 |
| Phone | 919-844-6450 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $157.8M |
| Non-discretionary | $1.11B |
| Total (RAUM) | $1.26B |