Data / Investment advisers / Ohio / Oak Associates LTD
Oak Associates LTD, Akron, OH: $1.8 billion AUM, SEC registered investment adviser
Oak Associates LTD is an SEC registered investment adviser with its main office in Akron, Ohio and reports $1.8 billion in regulatory assets under management in its Form ADV filed March 6, 2026. Its clients include investment companies, charitable organizations and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 108874
- SEC file number
- 801-23632
- SEC status
- Approved, effective March 13, 1985
- Main office
- 3800 Embassy Parkway Suite 31o, Akron, OH 44333
- Phone
- (330) 668-1234
- Website
- oakltd.com
- Regulatory AUM
- $1,776,200,000 in the Form ADV filed March 6, 2026
- Discretionary AUM
- $1,768,900,000
- Non discretionary AUM
- $7,300,000
- Accounts
- 56
- Employees
- 8, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $1.49 billion |
| Charitable organizations | 13 | $100.7 million |
| High net worth individuals | 28 | $84.6 million |
| Other investment advisers | Fewer than 5 | $52.7 million |
| Pension and profit sharing plans | Fewer than 5 | $42.6 million |
| Corporations or other businesses | Fewer than 5 | $500,000 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.78 billion | March 6, 2026 |
| December 1, 2025 | $1.67 billion | March 17, 2025 |
Other advisers in Akron
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sequoia Financial Group, L.L.C. | Akron | $32.24 billion | 17 | adviserinfo.sec.gov |
| Valmark Advisers, Inc. | Akron | $10.17 billion | Not listed | adviserinfo.sec.gov |
| Revisor Wealth Management LLC | Akron | $2.53 billion | Not listed | adviserinfo.sec.gov |
| Kohmann Bosshard Financial Services, LLC. | Akron | $1.12 billion | Not listed | adviserinfo.sec.gov |
| True Wealth Design, LLC | Akron | $494 million | Not listed | adviserinfo.sec.gov |
| Symphony Financial Services, Inc. | Akron | $428.7 million | Not listed | adviserinfo.sec.gov |
| Warther Private Wealth | Akron | $371.3 million | Not listed | adviserinfo.sec.gov |
| Presper Financial Architects, LLC | Akron | $362.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Akron, OH
- Investment advisers in Ohio
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving charitable organizations
- Oak Associates LTD on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.