OAK CITY INVESTMENT CONSULTING
SEC RegisteredRedemptive Institutional Investing
About the firm
Founded in Raleigh, North Carolina in 2012, Oak City Consulting encourages Gospel-driven endowments, foundations and family offices by helping them develop, implement and maintain an investment process that reflects the hope we share in Jesus Christ.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment consulting and outsourced chief investment officer services, including asset allocation, manager selection, performance reporting, and assistance with single asset classes or performance reporting
Who they serve
Gospel-driven endowments, foundations and family offices, including faith-based institutions
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 32 | $20M |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 14 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OAK CITY INVESTMENT CONSULTING 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 the SEC or FINRA websites before making any decision.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched