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Owner · Oak City Investment Consulting

Daniel A. Ward

CRD 6627521 · Named on Form ADV at one SEC-registered adviser

At a glance

Oak City Investment Consulting, an SEC-registered asset manager based in Wake Forest, NC with $1.4 billion in regulatory assets, lists Daniel A. Ward on its Form ADV as Owner, a control person.

Firms and roles

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.