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OAK CITY INVESTMENT CONSULTING

WAKE FOREST, NC · CRD 162220 · IAPD ↗ · oakcityinvestmentconsulting.com · 919-844-6450

$1.43BRegulatory AUM
3Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
August 2026 — OAK CITY INVESTMENT CONSULTING changed its website from oakcityconsulting.com to oakcityinvestmentconsulting.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
August 2026 — OAK CITY INVESTMENT CONSULTING notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — OAK CITY CONSULTING, LLC is now doing business as OAK CITY INVESTMENT CONSULTING.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
85
April 2025 — OAK CITY CONSULTING, LLC crossed $1B in regulatory AUM ($782.5M -> $1.26B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.