# OAK CITY CONSULTING, LLC

OAK CITY CONSULTING, LLC of WAKE FOREST, NC is an SEC-registered investment adviser.

## Registration

- CRD: 162220
- Type: SEC-registered investment adviser
- SEC file number: 801-74468
- Location: 9733 FONVILLE RD, WAKE FOREST, NC, 27587
- Phone: 919-844-6450
- Latest filing: 2026-07-28
- Regulatory AUM: $1.4B
- Discretionary AUM: $171.0M
- Non-discretionary AUM: $1.3B
- Clients: 6
- Accounts: 336

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (13)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/162220/brochure
- Similar advisers: https://search.stillhousedata.com/firm/162220/similar
- Related entities: https://search.stillhousedata.com/firm/162220/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/162220

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.