Overview
Assets Under Management: $1.8 billion
Headquarters: AKRON, OH
High-Net-Worth Clients: 28
Average Client Assets: $3.0 million
Frequently Asked Questions
OAK ASSOCIATES LTD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108874), OAK ASSOCIATES LTD is subject to fiduciary duty under federal law.
OAK ASSOCIATES LTD is headquartered in AKRON, OH.
OAK ASSOCIATES LTD serves 28 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, OAK ASSOCIATES LTD offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
OAK ASSOCIATES LTD manages $1.8 billion in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, OAK ASSOCIATES LTD serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.76%
Average Client Assets: $3.0 million
Total Client Accounts: 56
Discretionary Accounts: 54
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 108874
Filing ID: 2055526
Last Filing Date: 2026-03-06 13:43:55