OAK CITY CONSULTING, LLC of WAKE FOREST, NC is an SEC-registered investment adviser (CRD 162220). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Fixed, Other.
Clients served: High net worth, Pooled vehicles, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Daniel Ward | OWNER | NEW YORK, NY |
| Ross Phillip Roggensack | MANAGING MEMBER, CEO, CIO, OWNER | — |
| Melissa Clapp Smith | MANAGING MEMBER, CFO, OWNER | — |
| Christina Jean Baucom | CCO | — |
| Bretton Danforth | OWNER | — |
| Daniel Alexander Ward | OWNER | — |
| Bretton Saunders Danforth | OWNER | — |
| ROGGENSACK ROSS PHILLIP | MANAGING DIRECTOR & CCO; MANAGING MEMBER; MANAGING MEMBER & CCO (+1 more) | — |
| THOMSEN RYAN PAUL | MEMBER | — |
| CLAPP MELISSA BROOKS | CCO & MANAGING MEMBER; MEMBER | — |
| ROGGENSACK JANE | MANAGING MEMBER & CCO | — |
| SMITH MELISSA CLAPP | CCO & MANAGING MEMBER; MANAGING MEMBER AND CFO | — |
| BAUCOM CHRISTINA JEAN | CCO | — |