Investment adviser · CRD 162220
OAK CITY INVESTMENT CONSULTING
Investment adviser filing (IA)
OAK CITY CONSULTING, LLC
WAKE FOREST, NC, United States · Form ADV filed Jul 28, 2026
- Regulatory AUM
- $1.43B Form ADV · Item 5.F
- Client accounts
- 336 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 14 | $1,411,600,568 | 98.6% |
| Individuals | 32 | $19,967,582 | 1.4% |
| Other clients | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2121933 · Jul 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 28, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
9733 FONVILLE RDWAKE FOREST, NC, 27587, United States
CRD 162220
Filing source
Form ADV 2121933 · Jul 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.