OAK CITY INVESTMENT MANAGEMENT LLC

CARY, North Carolina·7 registered advisors·CRD# 293018
SEC# 801-1141750954-253-7048
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at OAK CITY INVESTMENT MANAGEMENT LLC

7 registered advisors
Daniel Fuchs
CARY, North Carolina
Daniel O'korn
CARY, North Carolina
Fred Hutchison
CARY, North Carolina
Jennifer Dawn Westerlund
CARY, North Carolina
Justyn Kasierski
CARY, North Carolina
Scott Bryant
CARY, North Carolina
William Wofford
CARY, North Carolina
05

Office Locations

CARY, North Carolina
7 advisors

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Data sourced from SEC Form ADV filings. OAK CITY INVESTMENT MANAGEMENT LLC (CRD# 293018) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.