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OAK ASSOCIATES LTD
CRD 108874File 801-23632
APPROVED
Retail clients
Filing as of Mar 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.78B
Top 25% of cohort (national)
Discretionary AUM
$1.77B
Non-discretionary $7.3M
Clients
42
56 accounts
Employees
8
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 13, 1985
- Principal office
- 3800 EMBASSY PARKWAY, SUITE 31O, AKRON, OH, 44333
- Phone
- 330-668-1234
- Website
- HTTP://WWW.OAKLTD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.78B
- Discretionary AUM
- $1.77B
- Non-discretionary AUM
- $7.3M
- Discretionary accounts
- 54
- Non-discretionary accounts
- 2
- Total accounts
- 56
- AUM per client
- $42.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $500K |
| Investment companies | 1 | $1.49B |
| Charitable organizations | 13 | $100.7M |
| Other investment advisers | Fewer than 5 | $52.7M |
| High net worth individuals | 28 | $84.6M |
| Pension and profit sharing plans | Fewer than 5 | $42.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 46 | 42 | decreased by4 |
| Apr 1, 2026 | AUM | $1,665,000,000 | $1,776,200,000 | increased by$111,200,000 |
| Apr 1, 2026 | Accounts | 59 | 56 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 8 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 79 | 46 | decreased by33 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,067,000,000 | $1,665,000,000 | decreased by$402,000,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 91 | 59 | decreased by32 |
| Apr 1, 2022 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2022 | Clients | 85 | 79 | decreased by6 |
| Apr 1, 2022 | AUM | $1,803,200,000 | $2,067,000,000 | increased by$263,800,000 |
| Apr 1, 2022 | Accounts | 96 | 91 | decreased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “OAK ASSOCIATES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“OAK ASSOCIATES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.