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OAK CITY INVESTMENT CONSULTING
Legal name: OAK CITY CONSULTING, LLC
CRD 162220File 801-74468
APPROVED
Retail clients
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.43B
Above cohort median (national)
Discretionary AUM
$171.0M
Non-discretionary $1.26B
Clients
46
336 accounts
Employees
6
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 21, 2012
- Principal office
- 9733 FONVILLE RD, WAKE FOREST, NC, 27587
- Phone
- 919-844-6450
- Website
- https://www.oakcityic.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.43B
- Discretionary AUM
- $171.0M
- Non-discretionary AUM
- $1.26B
- Discretionary accounts
- 116
- Non-discretionary accounts
- 220
- Total accounts
- 336
- AUM per client
- $31.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 14 | $1.41B |
| Individuals (other than high net worth individuals) | 32 | $20.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — LICENSE FEE
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.