Oak City Consulting
Financial Services • 
Wake Forest, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 214 E Jones Avenue, Wake Forest, North Carolina 27587, US |
| Phone number | +19198446450 |
| Website | |
| NAICS | 52 |
| SIC | 552 |
| Keywords | Asset Allocation, Foundations, Endowments, Performance Reporting, Manager Selection, Seminaries, Christian Universities, Investment Process, Redemptive Institutional Investing |
| Founded | 2012 |
| Employees | 1-10 |
| Socials |
Key Contacts at Oak City Consulting
Ross Roggensack
Founder, Institutional Advisor
Christie Baucom
Director Of Compliance
About Oak City Consulting
Oak City Consulting exists to help faith-driven institutions shepherd the capital that God has entrusted to their care, which we call “Redemptive Institutional Investing.” We have been serving foundations, endowments, universities and seminaries for over 30 years and we believe that the collective influence and long-term investment horizon of institutions allow them to invest in a variety of unique ways. Institutional capital is one of the tools God uses to bless the world and with that in mind, we help our clients develop investment processes that align with their worldview: avoiding investments that harm our neighbors and actively investing in funds, companies and deals that actively benefit them. These processes are centered around asset allocation, manager selection and performance reporting. Information that is provided by Oak City Consulting is for informational purposes only and should not be considered as investment advice or a recommendation to invest in any particular security, strategy or investment product. Comments and opinions posted by users are the responsibility of the person who posted them. We reserve the right to remove and moderate comments. We reserve the right to restrict users who don’t follow these guidelines, have online pages containing offensive content or serving as promotional sites, or for any other reason. Oak City Consulting does not adopt, endorse, or guarantee the accuracy of content posted by others, and such content does not represent the views of Oak City Consulting. Followers who have a business relationship with Oak City Consulting or other beneficial interest in commenting are responsible for adhering to any restrictions for interacting online and any obligations to disclose that relationship or interest in their posts. Oak City Consulting has no responsibility or endorsement for the operations, services, messages, and advertisements that may appear on other websites. Use of these sites is at your own risk.
Oak City Consulting revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Oak City Consulting has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Oak City Consulting has never raised funding before.
Canada
United Kingdom
Frequently asked questions
4.8
40,000 users
