Bretton Saunders Danforth
Investment Adviser Representative at OAK CITY Investment Consulting
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bretton Saunders Danforth is an investment adviser representative with OAK CITY Investment Consulting in Wake Forest, NC, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in North Carolina and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Oak City Consulting, LLCJan 2021 – no end date reportedWake Forest, NC
- Square 1 Bank (acquired by Pacific Western Bank)Mar 2014 – Dec 2018Durham, NC
- Wolfpack Investor Network at NC State UniversityJan 2019 – Jan 2022Raleigh, NC
- Oak City Consulting, LLCMar 2012 – Dec 2021Wake Forest, NC
- Triangle Impact NetworkApr 2022 – Oct 2023Raleigh, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About OAK CITY Investment Consulting
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment consulting and outsourced chief investment officer services, including asset allocation, manager selection, performance reporting, and assistance with single asset classes or performance reporting
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Wake Forest, NC
- Founded:
- 2012
- SEC file number:
- 801-74468
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 28, 2026
View full firm profileOther advisors at OAK CITY Investment Consulting
2 other advisors in the directory
Similar advisors in Wake Forest, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bretton Saunders Danforth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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