# Oelschlager Investments

> Oelschlager Investments is an SEC-registered investment advisory firm in Akron, OH, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.

- CRD: 306035
- Filed as: OELSCHLAGER INVESTMENTS
- Legal name: Oelschlager Investments LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Akron, OH
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306035
- AdvisorCensus page: https://advisorcensus.com/firm/oelschlager-investments-akron-oh-306035

## Quick answers

**How is Oelschlager Investments compensated?**
On its Form ADV (Item 5.E, October 2026), Oelschlager Investments reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Oelschlager Investments located?**
Oelschlager Investments' principal office is in Akron, OH, according to its Form ADV.

**Is Oelschlager Investments registered with the SEC or a state?**
Oelschlager Investments is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 306035.

**How much does Oelschlager Investments manage?**
Oelschlager Investments reports $93,297,658 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary).

**How have Oelschlager Investments' assets and staff changed since 2021?**
In the Form ADV data for Oelschlager Investments: Regulatory assets under management: $15,059,815 in the October 2021 data and $93,297,658 in the October 2026 data, up 520%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Oelschlager Investments serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (24); investment companies (2).

**Which custodians does Oelschlager Investments use?**
Oelschlager Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Oelschlager Investments 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/306035

**What changed in Oelschlager Investments' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $63,112,887 to $93,297,658 (+48%).

## 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 & Co., 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: $93,297,658
- Discretionary: $93,297,658
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 24 | $21,818,613 |
| Investment companies | 2 | $71,479,045 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2019 (6 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- oelschlagerinvestments.com
- LinkedIn @oelschlager-investments

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $15,059,815 | 4 | March 25, 2021 |
| October 2022 | $35,111,864 | 4 | March 24, 2022 |
| October 2023 | $45,168,366 | 4 | March 15, 2023 |
| October 2024 | $51,998,397 | 4 | March 25, 2024 |
| October 2025 | $63,112,887 | 4 | March 19, 2025 |
| October 2026 | $93,297,658 | 4 | July 27, 2026 |

Regulatory assets under management: $15,059,815 in the October 2021 data and $93,297,658 in the October 2026 data, up 520%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $63,112,887 to $93,297,658 (+48%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oelschlager Investments (CRD 306035): Form ADV filing data as of October 2026.