OAK CITY CONSULTING, LLC
CRD #162220 SEC #801-74468 WAKE FOREST, NC 919-844-6450
SEC Registered
Total AUM
$1.3B
Discretionary
$157.8M
Employees
6
Clients
--
Accounts
314
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $157.8M | $1.1B | 6 | 0 |
| Mar 2025 | $1.3B | $157.8M | $1.1B | 6 | 0 |
| Mar 2024 | $782.5M | $153.8M | $628.8M | 6 | 0 |
| Nov 2023 | $765.7M | $159.3M | $606.4M | 6 | 0 |
| Mar 2023 | $765.7M | $159.3M | $606.4M | 6 | 0 |
| Mar 2022 | $775.6M | $21.2M | $754.3M | 6 | 0 |
| Mar 2021 | $690.9M | $18.4M | $672.5M | 5 | 0 |
| Nov 2020 | $622.4M | $10.1M | $612.2M | 4 | 0 |
| Nov 2020 | $512.4M | $10.1M | $502.2M | 3 | 0 |
| Jun 2020 | $512.4M | $10.1M | $502.2M | 3 | 0 |
| Apr 2020 | $512.4M | $10.1M | $502.2M | 3 | 0 |
| Apr 2020 | $512.4M | $10.1M | $502.2M | 3 | 0 |
| Apr 2020 | $512.4M | $10.1M | $502.2M | 3 | 0 |
| Mar 2020 | $512.4M | $10.1M | $502.2M | 3 | 0 |
| Feb 2019 | $470.7M | $8.6M | $462.1M | 3 | 0 |
| Oct 2018 | $480.1M | $10M | $470.1M | 3 | 0 |
| Sep 2018 | $480.1M | $10M | $470.1M | 3 | 0 |
| Apr 2018 | $480.1M | $10M | $470.1M | 2 | 0 |
| Mar 2018 | $480.1M | $10M | $470.1M | 1 | 0 |
| Jan 2018 | $339.5M | $11.3M | $328.2M | 1 | 0 |
| Jul 2017 | $362.6M | $35.6M | $326.9M | 1 | 100 |
| Jul 2017 | $362.6M | $35.6M | $326.9M | 1 | 100 |
| Mar 2017 | $362.6M | $35.6M | $326.9M | 1 | 100 |
| Aug 2016 | $346.8M | $0 | $346.8M | 1 | 300 |
| Feb 2016 | $346.8M | $0 | $346.8M | 1 | 300 |
| Jul 2015 | $343.9M | $0 | $343.9M | 1 | 26 |
| Jun 2015 | $343.9M | $0 | $343.9M | 1 | 26 |
| May 2015 | $343.9M | $0 | $343.9M | 1 | 26 |
| Apr 2015 | $343.9M | $0 | $343.9M | 1 | 26 |
| Mar 2015 | $343.9M | $0 | $343.9M | 1 | 26 |
| Mar 2015 | $343.9M | $0 | $343.9M | 1 | 26 |
| Mar 2015 | $343.9M | $0 | $343.9M | 1 | 26 |
| Feb 2014 | $330M | $0 | $330M | 1 | 26 |
| Feb 2013 | $308.2M | $0 | $308.2M | 1 | 26 |
| Jan 2013 | $308.2M | $0 | $308.2M | 1 | 26 |
| Jul 2012 | $282.1M | $0 | $282.1M | -- | 0 |
| Jun 2012 | $282.1M | $0 | $282.1M | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2025
Total AUM$1.3B
Discretionary$157.8M
Non-Disc.$1.1B
Employees6
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$157.8M
Non-Disc.$1.1B
Employees6
Clients0
DateMar 2024
Total AUM$782.5M
Discretionary$153.8M
Non-Disc.$628.8M
Employees6
Clients0
DateNov 2023
Total AUM$765.7M
Discretionary$159.3M
Non-Disc.$606.4M
Employees6
Clients0
DateMar 2023
Total AUM$765.7M
Discretionary$159.3M
Non-Disc.$606.4M
Employees6
Clients0
DateMar 2022
Total AUM$775.6M
Discretionary$21.2M
Non-Disc.$754.3M
Employees6
Clients0
DateMar 2021
Total AUM$690.9M
Discretionary$18.4M
Non-Disc.$672.5M
Employees5
Clients0
DateNov 2020
Total AUM$622.4M
Discretionary$10.1M
Non-Disc.$612.2M
Employees4
Clients0
DateNov 2020
Total AUM$512.4M
Discretionary$10.1M
Non-Disc.$502.2M
Employees3
Clients0
DateJun 2020
Total AUM$512.4M
Discretionary$10.1M
Non-Disc.$502.2M
Employees3
Clients0
DateApr 2020
Total AUM$512.4M
Discretionary$10.1M
Non-Disc.$502.2M
Employees3
Clients0
DateApr 2020
Total AUM$512.4M
Discretionary$10.1M
Non-Disc.$502.2M
Employees3
Clients0
DateApr 2020
Total AUM$512.4M
Discretionary$10.1M
Non-Disc.$502.2M
Employees3
Clients0
DateMar 2020
Total AUM$512.4M
Discretionary$10.1M
Non-Disc.$502.2M
Employees3
Clients0
DateFeb 2019
Total AUM$470.7M
Discretionary$8.6M
Non-Disc.$462.1M
Employees3
Clients0
DateOct 2018
Total AUM$480.1M
Discretionary$10M
Non-Disc.$470.1M
Employees3
Clients0
DateSep 2018
Total AUM$480.1M
Discretionary$10M
Non-Disc.$470.1M
Employees3
Clients0
DateApr 2018
Total AUM$480.1M
Discretionary$10M
Non-Disc.$470.1M
Employees2
Clients0
DateMar 2018
Total AUM$480.1M
Discretionary$10M
Non-Disc.$470.1M
Employees1
Clients0
DateJan 2018
Total AUM$339.5M
Discretionary$11.3M
Non-Disc.$328.2M
Employees1
Clients0
DateJul 2017
Total AUM$362.6M
Discretionary$35.6M
Non-Disc.$326.9M
Employees1
Clients100
DateJul 2017
Total AUM$362.6M
Discretionary$35.6M
Non-Disc.$326.9M
Employees1
Clients100
DateMar 2017
Total AUM$362.6M
Discretionary$35.6M
Non-Disc.$326.9M
Employees1
Clients100
DateAug 2016
Total AUM$346.8M
Discretionary$0
Non-Disc.$346.8M
Employees1
Clients300
DateFeb 2016
Total AUM$346.8M
Discretionary$0
Non-Disc.$346.8M
Employees1
Clients300
DateJul 2015
Total AUM$343.9M
Discretionary$0
Non-Disc.$343.9M
Employees1
Clients26
DateJun 2015
Total AUM$343.9M
Discretionary$0
Non-Disc.$343.9M
Employees1
Clients26
DateMay 2015
Total AUM$343.9M
Discretionary$0
Non-Disc.$343.9M
Employees1
Clients26
DateApr 2015
Total AUM$343.9M
Discretionary$0
Non-Disc.$343.9M
Employees1
Clients26
DateMar 2015
Total AUM$343.9M
Discretionary$0
Non-Disc.$343.9M
Employees1
Clients26
DateMar 2015
Total AUM$343.9M
Discretionary$0
Non-Disc.$343.9M
Employees1
Clients26
DateMar 2015
Total AUM$343.9M
Discretionary$0
Non-Disc.$343.9M
Employees1
Clients26
DateFeb 2014
Total AUM$330M
Discretionary$0
Non-Disc.$330M
Employees1
Clients26
DateFeb 2013
Total AUM$308.2M
Discretionary$0
Non-Disc.$308.2M
Employees1
Clients26
DateJan 2013
Total AUM$308.2M
Discretionary$0
Non-Disc.$308.2M
Employees1
Clients26
DateJul 2012
Total AUM$282.1M
Discretionary$0
Non-Disc.$282.1M
Employees--
Clients0
DateJun 2012
Total AUM$282.1M
Discretionary$0
Non-Disc.$282.1M
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0