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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAUCOM, CHRISTINA, JEAN | I | CCO | NA | Control |
| BAUCOM, CHRISTINA, JEAN | I | CCO | NA | Control |
| BAUCOM, CHRISTINA, JEAN | I | CCO | NA | Control |
| BAUCOM, CHRISTINA, JEAN | I | CCO | NA | Control |
| BAUCOM, CHRISTINA, JEAN | I | CCO | NA | Control |
| BAUCOM, CHRISTINA, JEAN | I | CCO | NA | Control |
| BAUCOM, CHRISTINA, JEAN | I | CCO | NA | Control |
| CLAPP, MELISSA, BROOKS | I | MEMBER | NA | |
| CLAPP, MELISSA, BROOKS | I | MEMBER | NA | |
| CLAPP, MELISSA, BROOKS | I | MEMBER | NA | |
| CLAPP, MELISSA, BROOKS | I | MEMBER | NA | |
| CLAPP, MELISSA, BROOKS | I | CCO & MANAGING MEMBER | NA | |
| CLAPP, MELISSA, BROOKS | I | MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | CCO & MANAGING MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | CCO & MANAGING MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | CCO & MANAGING MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | CCO & MANAGING MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | CCO & MANAGING MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | CCO & MANAGING MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | CCO & MANAGING MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | CCO & MANAGING MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | CCO & MANAGING MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | CCO & MANAGING MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | CCO & MANAGING MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | CCO & MANAGING MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | CCO & MANAGING MEMBER | NA | |
| SMITH, MELISSA, CLAPP | I | MANAGING MEMBER AND CFO | NA | Control |
| SMITH, MELISSA, CLAPP | I | MANAGING MEMBER AND CFO | NA | Control |
| SMITH, MELISSA, CLAPP | I | MANAGING MEMBER AND CFO | NA | Control |
| SMITH, MELISSA, CLAPP | I | MANAGING MEMBER AND CFO | NA | Control |
| SMITH, MELISSA, CLAPP | I | MANAGING MEMBER AND CFO | NA | Control |
| ROGGENSACK, JANE | I | MANAGING MEMBER & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING DIRECTOR & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING DIRECTOR & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING DIRECTOR & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING DIRECTOR & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING DIRECTOR & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING DIRECTOR & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING DIRECTOR & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING DIRECTOR & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING DIRECTOR & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING DIRECTOR & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING DIRECTOR & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING DIRECTOR & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER & CCO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO, OWNER | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER, CEO, CIO, OWNER | E | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER & CCO | D | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER & CCO | D | Control |
| ROGGENSACK, ROSS, PHILLIP | I | MANAGING MEMBER & CCO | D | Control |
| THOMSEN, RYAN, PAUL | I | MEMBER | C | Control |
| THOMSEN, RYAN, PAUL | I | MEMBER | C | Control |
| THOMSEN, RYAN, PAUL | I | MEMBER | C | Control |
| DANFORTH, BRETTON | I | OWNER | B | Control |
| DANFORTH, BRETTON, SAUNDERS | I | OWNER | B | Control |
| WARD, DANIEL, ALEXANDER | I | OWNER | B | Control |
| Ward, Daniel | I | OWNER | B | Control |
| SMITH, MELISSA, CLAPP | I | MANAGING MEMBER, CFO, OWNER | A | Control |
| SMITH, MELISSA, CLAPP | I | MANAGING MEMBER, CFO, OWNER | A | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (6)
AL FL GA NC NM TX
Address
9733 FONVILLE RDWAKE FOREST, NC 27587
United States
Phone: 919-844-6450