Oak Associates Ltd is an SEC registered investment adviser organized as a limited liability company with a primary office location in Akron, OH. Its latest Form ADV filing, dated March 6, 2026, reports $1.8B in regulatory assets under management, 8 employees, and 56 accounts.
Assets Under Management
$1.8B
Employees
8
Offices
--
Total Clients
42
Primary office
AKRON, OH
3800 EMBASSY PARKWAY, SUITE 31O, AKRON, OH, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
28
2
Charitable
31.0%
13
3
Investment Cos.
2.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 6, 2026
Discretionary99.6%
$1.8B
100% of total RAUM99.6%
Non-discretionary0.4%
$7M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.8B
Total Accounts56
10Y AUM Change+$676M (+61.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee5:1
10Y Employee Change-5 (-38.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.