Oelschlager Investments 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 27, 2026, reports $93M in regulatory assets under management, 4 employees, and 26 accounts.
Assets Under Management
$93M
Employees
4
Offices
--
Total Clients
26
Primary office
AKRON, OH
4040 EMBASSY PKWY SUITE 320, 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 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 92.3% of total clients.
Top client categories% of clientsClients
1
HNWI
92.3%
24
2
Investment Cos.
7.7%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$93Mas of March 27, 2026
Discretionary100.0%
$93M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$93M
Total Accounts26
10Y AUM Change+$93M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee7:1
10Y Employee Change+2 (+100.0%)
* 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.