Investment adviser · CRD 306035
OELSCHLAGER INVESTMENTS
Investment adviser filing (IA)
OELSCHLAGER INVESTMENTS LLC
AKRON, OH, United States · Form ADV filed Jul 27, 2026
- Regulatory AUM
- $93.3M Form ADV · Item 5.F
- Client accounts
- 26 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 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 | 2 | $71,479,045 | 76.6% |
| High-net-worth individuals | 24 | $21,818,613 | 23.4% |
Filing source
Form ADV 2115211 · Jul 27, 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: Jul 27, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management
Compensation
Percentage of assets
Principal office
4040 EMBASSY PKWY SUITE 320AKRON, OH, 44333, United States
CRD 306035
Filing source
Form ADV 2115211 · Jul 27, 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.