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OAK ASSOCIATES LTD

CRD 108874 · SEC 801-23632

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3800 EMBASSY PARKWAY, SUITE 31O, AKRON, OH, 44333, United States

Phone

330-668-1234

Fax

330-668-2901

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.78B

Discretionary AUM

$1.77B

Team

8 total employees; 3 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)

Client types

TypeClientsAUM
High net worth individuals28$84.6M
Investment companies1$1.49B
Charitable organizations13$100.7M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD