# Oak Associates Ltd

> 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.

- CRD: 108874
- Filed as: OAK ASSOCIATES LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Akron, OH
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108874
- AdvisorCensus page: https://advisorcensus.com/firm/oak-associates-ltd-akron-oh-108874

## Quick answers

**How is Oak Associates Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Oak Associates Ltd reports these compensation arrangements: a percentage of assets under its management.

**Where is Oak Associates Ltd located?**
Oak Associates Ltd's principal office is in Akron, OH, according to its Form ADV.

**Is Oak Associates Ltd registered with the SEC or a state?**
Oak Associates Ltd is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 108874.

**How much does Oak Associates Ltd manage?**
Oak Associates Ltd reports $1,776,200,000 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (100% discretionary).

**How have Oak Associates Ltd's assets and staff changed since 2021?**
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.

**What types of clients does Oak Associates Ltd serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (28); charitable organizations (13); investment companies (1).

**Which custodians does Oak Associates Ltd use?**
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.

**Does Oak Associates Ltd report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab Corporation
- PNC Bank National Association
- The Bank of New York Mellon
- UBS Financial Services Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,776,200,000
- Discretionary: $1,768,900,000
- Non-discretionary: $7,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 28 | $84,600,000 |
| Investment companies | 1 | $1,494,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $42,600,000 |
| Charitable organizations | 13 | $100,700,000 |
| Other investment advisers | Fewer than 5 | $52,700,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $500,000 |
| Other | Fewer than 5 | $1,100,000 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1985 (41 years)
- Employees: 8 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oakassociates.com
- oakfunds.com
- oakltd.com
- LinkedIn @OAK-ASSOCIATES-LTD-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,803,200,000 | 11 | March 30, 2021 |
| October 2022 | $2,067,000,000 | 10 | March 23, 2022 |
| October 2023 | $1,341,000,000 | 9 | September 12, 2023 |
| October 2024 | $1,500,665,103 | 9 | March 26, 2024 |
| October 2025 | $1,665,000,000 | 8 | March 17, 2025 |
| October 2026 | $1,776,200,000 | 8 | March 6, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oak Associates Ltd (CRD 108874): Form ADV filing data as of October 2026.