{
  "crd_number": 108874,
  "slug": "oak-associates-ltd-akron-oh-108874",
  "primary_business_name": "OAK ASSOCIATES LTD",
  "legal_name": "OAK ASSOCIATES LTD",
  "dbas": [],
  "city": "Akron",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "10420",
  "metro": {
    "cbsa_code": "10420",
    "common_name": "Akron",
    "msa_name": "Akron, OH",
    "path": "/advisors/oh/akron"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1985-03-13",
  "years_registered": 41,
  "period": "2026-10-01",
  "filing_date": "2026-03-06",
  "carried_forward": false,
  "raum_total": 1776200000.0,
  "raum_discretionary": 1768900000.0,
  "raum_non_discretionary": 7300000.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 8,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 1100000.0,
      "count": null,
      "description": "WRAP FEE",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 100700000.0,
      "count": 13
    },
    "investment_companies": {
      "raum": 1494000000.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 42600000.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 52700000.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 84600000.0,
      "count": 28
    },
    "corporations_other_businesses": {
      "raum": 500000.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/OAK-ASSOCIATES-LTD-",
    "https://oakassociates.com",
    "https://oakfunds.com",
    "https://oakltd.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108874",
  "city_as_filed": "AKRON",
  "url": "https://advisorcensus.com/firm/oak-associates-ltd-akron-oh-108874",
  "display_name": "Oak Associates Ltd",
  "summary": "Oak Associates Ltd is an SEC-registered investment advisory firm in Akron, OH, registered since 1985, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 6, 2026.",
  "citation": "AdvisorCensus. Oak Associates Ltd (CRD 108874): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Oak Associates Ltd compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Oak Associates Ltd reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Oak Associates Ltd located?",
      "a": "Oak Associates Ltd's principal office is in Akron, OH, according to its Form ADV."
    },
    {
      "q": "Is Oak Associates Ltd registered with the SEC or a state?",
      "a": "Oak Associates Ltd is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 108874."
    },
    {
      "q": "How much does Oak Associates Ltd manage?",
      "a": "Oak Associates Ltd reports $1,776,200,000 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary)."
    },
    {
      "q": "How have Oak Associates Ltd's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Oak Associates Ltd: Regulatory assets under management: $1,803,200,000 in the October 2021 data and $1,776,200,000 in the October 2026 data, down 1%. Total employees: 11 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Oak Associates Ltd serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (28); charitable organizations (13); investment companies (1)."
    },
    {
      "q": "Which custodians does Oak Associates Ltd use?",
      "a": "Oak Associates Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab Corporation, PNC Bank National Association, The Bank of New York Mellon and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Oak Associates Ltd report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108874"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1803200000.0,
      "total_employees": 11,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2067000000.0,
      "total_employees": 10,
      "filing_date": "2022-03-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1341000000.0,
      "total_employees": 9,
      "filing_date": "2023-09-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1500665103.0,
      "total_employees": 9,
      "filing_date": "2024-03-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1665000000.0,
      "total_employees": 8,
      "filing_date": "2025-03-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1776200000.0,
      "total_employees": 8,
      "filing_date": "2026-03-06"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab Corporation",
      "name_as_filed": "CHARLES SCHWAB CORPORATION",
      "affiliated": false
    },
    {
      "name": "PNC Bank National Association",
      "name_as_filed": "PNC BANK NATIONAL ASSOCIATION",
      "affiliated": false
    },
    {
      "name": "The Bank of New York Mellon",
      "name_as_filed": "THE BANK OF NEW YORK MELLON",
      "affiliated": false
    },
    {
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/oak-associates-ltd-akron-oh-108874.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 28,
      "fewer_than_5": false,
      "raum": 84600000.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1494000000.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 42600000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 100700000.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": true,
      "raum": 52700000.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 500000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 1100000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108874",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}