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OAK ASSOCIATES LTD

Institutional

N·AKRON, OH

Data as of Mar 6, 2026 · Source: SEC Form ADV

Total AUM

$1.8B

1-Year AUM Growth

+11.9%

3-Year CAGR

-5.0%

Employees

3

Assets Under Management

Total AUM$1.8B

Discretionary AUM$1.8B

Non-Discretionary AUM$7M

Discretionary %99.6%

Total Clients46

Team

Total Employees3

Investment Advisers8

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record42

First FilingJan 31, 2001

Latest FilingMar 6, 2026

🔒 Full AUM trend chart and 42 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on OAK ASSOCIATES LTD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.