Oak City Consulting Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 31st, 2020*. For data support, email "". Firms that receive a 4.5 or 5-star rating are considered Trusted by Learn more.

Oak City Consulting, registered in 2012, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 2 advisors. Oak City Consulting manages $512.4 million and provides investment advisory services for 38 clients (1:19 advisor/client ratio).


Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 17
Minimum Investment No data
Average Client Balance $13,483,336
Total AUM $512.4 million
Advisor / Client Ratio 1:19
Headquarters No data
SEC Filings View SEC IAPD CRD #162220
State(s) Registered AL, FL, GA, NM, NC, TX

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*SEC data last verified 05/31/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.