Oak City Investment Consulting

$1.43BAssets under management
as of Jul 2026 · SEC Form ADV
Wake Forest, NC
Visit website
No one on Advicer is connected to this yet.

Tech stack

No one at Oak City Investment Consulting has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Regions Bank
Per Form ADV · $253M held · filed Mar 2024
U.S. Bank
Per Form ADV · $178M held · filed Mar 2024
Fidelity
Per Form ADV · $167M held · filed Mar 2024
Commerce Bank
Per Form ADV · $112M held · filed Mar 2024