Bretton Saunders Danforth
Investment adviser representative at Oak City Investment Consulting
11 yearsExperience
2 statesRegistered in
$1.4BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Oak City Investment ConsultingJul 2022 to now
- Oak City Consulting, LLCMar 2012 to now
- Triangle Impact NetworkApr 2022 to Oct 2023
- Wolfpack Investor Network At Nc State UniversityJan 2019 to Jan 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Oak City Investment Consulting
Legal name: Oak City Consulting, LLC
$1.4BAssets managed
46Clients
3Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7457358
- Firm CRD
- 162220