Oak City Consulting, LLC

Oak City Consulting, LLC (CRD# 162220) is a financial advisory firm headquartered in Wake Forest, NC. They manage $690,895,266 in 237 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    691
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $2,915,170
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, TX

Financial Advisors at Oak City Consulting, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Ross P. Roggensack
CRD#: 2088668
214 E Jones Ave, Wake Forest, NC 27587

Ross Roggensack (CRD# 2088668) is an Investment Advisor Representative working at Oak City Consulting, LLC in Wake Forest, NC and has over 31 years of experience in the finance industry.

2
Daniel Ward
CRD#: 6627521
214 E Jones Ave, Wake Forest, NC 27587

Daniel Ward (CRD# 6627521) is an Investment Advisor Representative working at Oak City Consulting, LLC in Wake Forest, NC and has over 5 years of experience in the finance industry.

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