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Managing Member, CEO, CIO, Owner · Oak City Investment Consulting

Ross P. Roggensack

CRD 2088668 · 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 Ross P. Roggensack on its Form ADV as Managing Member, CEO, CIO, Owner, a control person.

Firms and roles

AtlasMembers

Ross’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 Ross’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.