Oak City Consulting, LLC
● SEC registered since 2012CRD 162220SEC# 801-74468Wake Forest, NC
Reg. AUM
$1.43B
Employees
6
Accounts
336
Location
Wake Forest, NC
About Oak City Consulting
Oak City Consulting provides investment consulting for Gospel-driven endowments, foundations, and family offices under a redemptive institutional investing approach. It helps organizations develop, implement, and maintain an investment process aligned with their mission while seeking to minimize risk through disciplined asset allocation.
Summary based on the firm’s website.
Oak City Consulting, LLC assets under management
Oak City Consulting, LLC is an SEC-registered investment adviser based in Wake Forest, NC. The firm has been registered since 2012. It reports $1.4 billion in regulatory assets under management and employs 6 people.
Oak City Consulting, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bretton Saunders Danforth Control | Owner | 10-25% | 2025 |
| Christina Jean Baucom Control | Cco | Under 5% | 2020 |
| Daniel Alexander Ward Control | Owner | 10-25% | 2025 |
| Melissa Clapp Smith Control | Managing Member, Cfo, Owner | 5-10% | 2015 |
| Ross Phillip Roggensack Control | Managing Member, Ceo, Cio, Owner | Over 75% | 2012 |
Frequently asked questions
How much does Oak City Consulting, LLC manage?
Oak City Consulting, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Oak City Consulting, LLC have?
Oak City Consulting, LLC reports 6 employees.
Where is Oak City Consulting, LLC located?
Oak City Consulting, LLC is based in Wake Forest, NC and has been SEC-registered since 2012.
Does Oak City Consulting, LLC disclose fund performance?
Oak City Consulting, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9733 Fonville Rd, Wake Forest, NC 27587 |
| Phone | 919-844-6450 |
| Office hours | By Appointment Only |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.43B▲ 13%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,389 advisers
EmployeesTop 56%
More than 44% of 16,799 advisers
Assets under management
$1.43Bregulatory AUM
Discretionary $171MNon-discretionary $1.26B