Investment adviser · CRD 108874
OAK ASSOCIATES LTD
Investment adviser filing (IA)
AKRON, OH, United States · Form ADV filed Mar 6, 2026
- Regulatory AUM
- $1.78B Form ADV · Item 5.F
- Client accounts
- 56 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 1 | $1,494,000,000 | 84.1% |
| Charities | 13 | $100,700,000 | 5.7% |
| High-net-worth individuals | 28 | $84,600,000 | 4.8% |
| Other investment advisers | Fewer than 5 | $52,700,000 | 3.0% |
| Retirement plans | Fewer than 5 | $42,600,000 | 2.4% |
| Other clients | Fewer than 5 | $1,100,000 | 0.1% |
| Corporations & businesses | Fewer than 5 | $500,000 | 0.0% |
Filing source
Form ADV 2055526 · Mar 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 6, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
3800 EMBASSY PARKWAY, SUITE 31OAKRON, OH, 44333, United States
CRD 108874
Filing source
Form ADV 2055526 · Mar 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.