OAK ASSOCIATES LTD

CRD 108874File 801-23632

APPROVED

Retail clients

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.78B

Top 25% of cohort (national)

Discretionary AUM

$1.77B

Non-discretionary $7.3M

Clients

56 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.