WAKE FOREST, NCCRD 162220Latest ADV March 11, 2026
Oak City Consulting, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wake Forest, NC. Its latest Form ADV filing, dated March 11, 2026, reports $1.4B in regulatory assets under management, 6 employees, and 336 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.6% of total clients.
Top client categories% of clientsClients
1
Individuals
69.6%
32
2
Charitable
30.4%
14
Categories with <5 clients
LICENSEE OF INDEX PROVIDER<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 11, 2026
Discretionary11.9%
$171M
12% of total RAUM11.9%
Non-discretionary88.1%
$1.3B
88% of total RAUM88.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts336
10Y AUM Change+$1.1B (+294.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee8:1
10Y Employee Change+5 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.