OAK CITY CONSULTING, LLC

WAKE FOREST, North Carolina·4 registered advisors·CRD# 162220
SEC# 801-744680919-844-6450
01

Firm Overview

AUM
$783M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Other: LICENSE FEE
03

Specialties

Investment ManagementWealth Management
04

Advisors at OAK CITY CONSULTING, LLC

4 registered advisors
Christina Jean Baucom
WAKE FOREST, North Carolina
Jane Roggensack
RALEIGH, North Carolina
Melissa Clapp Smith
WAKE FOREST, North Carolina
Ross Phillip Roggensack
WAKE FOREST, North Carolina
05

Office Locations

WAKE FOREST, North Carolina
3 advisors
RALEIGH, North Carolina
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. OAK CITY CONSULTING, LLC (CRD# 162220) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.