Assets Under Management
$1.3B
Number of Clients
46
Number of Advisors
3
Average Client AUM
$27.5M
AUM per Advisor
$421.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Oak City Consulting offers portfolio management and investment advisory services to individuals, foundations, Christian endowments, charitable organizations, and families. The firm also licenses an index to ETFs and provides OCIO and investment committee consulting.
9733 Fonville Rd, Wake Forest, NC, 27587