Oak City Consulting, LLC

Oak City Consulting, LLC (CRD# 162220) is a financial advisory firm headquartered in Raleigh, NC. They manage $339,504,798 in 164 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    340
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $2,070,151
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, NC, NM, TX

Financial Advisors at Oak City Consulting, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ryan Thomsen
CRD#: 5438732
8341 Bandford Way, Suite 007, Raleigh, NC 27615
100
Wealthminder
score

Ryan Thomsen (CRD# 5438732) is an Investment Advisor Representative working at First Oak Wealth Management, LLC in Raleigh, NC, working previously at Fidelity Investments and Edward Jones.

 

2
Ross P. Roggensack
CRD#: 2088668
517 Wild Rose Court, Raleigh, NC 27615
93
Wealthminder
score

Ross Roggensack (CRD# 2088668) is an Investment Advisor Representative working at Oak City Consulting, LLC in Raleigh, NC and has over 27 years of experience in the finance industry.

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