OAK CITY CONSULTING, LLC

214 E Jones Ave
Wake Forest, North Carolina 27587
Tel: 919-844-6450

About OAK CITY CONSULTING, LLC

OAK CITY CONSULTING, LLC, formally registered with the SEC as OAK CITY CONSULTING, LLC. The firm was established in 03/21/2012. They have over 1 offices throughout the country.

OAK CITY CONSULTING, LLC is a Wake Forest, North Carolina based Financial Planning firm with nearly $782,530,591 assets under management, offering retirement planning & investment advisory services to 245 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	162220
SEC#	801-74468
Assets Managed by Firm	$782,530,591
No. of Clients	245
No. of Advisors	6

Fee Structure

A percentage of AUM
Other (LICENSE FEE)

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"))

Firm Client Information

	No. of Clients	AUM
Firm Total	245	$782,530,591
Individuals (other than high net worth individuals)	28	$14,861,516
Charitable organizations	12	$767,669,075

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