OAK CITY CONSULTING, LLC is a WAKE FOREST, North Carolina based financial advisory firm with nearly $782,530,591 in assets under management and provides investment advisory services for 245 clients. There are currently 6 financial advisors at the firm.
General Information |
| Firm CRD#: | 162220 | |
| SEC#: | 801-74468 | |
| Assets under Management: | $782,530,591 | |
| No. of Clients: | 245 | |
| No. of Advisors: | 6 | |
| Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (THE COMPANY IS ENGAGED IN LICENSING AS AN INDEX PROVIDER TO EXCHANGE TRADED FUNDS ("ETFS")) | |
| Fee Structure: | A percentage of AUM, Other (LICENSE FEE) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 173011 | 801-108700 | 3033 | 28 | $700,896,438 |
| PROVIDENCE CAPITAL ADVISORS, LLC | 174631 | 801-107683 | 2244 | 13 | $770,028,791 |
| BLUESKY WEALTH ADVISORS, LLC | 116760 | 801-78583 | 1559 | 14 | $730,182,752 |
| CARDINAL CAPITAL MANAGEMENT INC | 108076 | 801-40703 | 1411 | 6 | $805,142,431 |
| VERUM PARTNERS LLC | 301058 | 801-115236 | 1392 | 16 | $827,584,409 |
| KUHN ADVISORS, INC. | 117816 | 801-44183 | 1355 | 8 | $719,937,102 |
| ATLANTIC PRIVATE WEALTH, LLC | 311517 | 801-120757 | 1292 | 5 | $787,661,112 |
| OAK CITY CONSULTING, LLC | 162220 | 801-74468 | 245 | 6 | $782,530,591 |
| WEDGE CAPITAL MANAGEMENT LLP | 106234 | 801-29479 | 234 | 26 | $7,583,000,000 |
| TRUEBRIDGE CAPITAL PARTNERS | 155425 | 801-71946 | 196 | 38 | $8,363,744,672 |
| RIDGEMONT PARTNERS MANAGEMENT, LLC | 157421 | 801-73313 | 33 | 58 | $7,634,744,615 |
| HCG FUND MANAGEMENT LP | 281615 | 801-108162 | 11 | 27 | $709,788,151 |
| ASANA PARTNERS, LP | 284477 | 801-108166 | 6 | 117 | $7,143,965,742 |
| GRAHAM PARTNERS | 158939 | 801-73866 | 3 | 5 | $836,790,600 |
| OBP CAPITAL | 167619 | 801-80213 | 2 | 2 | $77,367,949 |