OAK ASSOCIATES LTD
SEC RegisteredDual-Concentrated Strategies for the Long-Term Investor
About the firm
Oak Associates is an investment management firm with over 40 years of experience specializing in U.S. equity strategies guided by a philosophy of remaining long-term, concentrated and fully invested. The firm builds domestic U.S. equity portfolios following a tradition of selective, dual-concentrated investing. Oak Associates was founded in 1985 and offers Mutual Funds, SMAs, and Institutional Accounts.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Oak Associates offers Mutual Funds, SMAs (separately managed accounts), and Institutional Accounts across equity and sector strategies, including large cap, all cap, mid cap, small cap, established technology, emerging technology, and healthcare funds.
Who they serve
Individual investors, financial advisors, and institutions (including broker/dealer representatives, RIAs, pension funds, charities, and qualified institutional investors)
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 28 | $85M |
| State/Municipal Entities | 13 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $4,000,000 | 1.00% |
| Over $4,000,000 | 0.75% |
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OAK ASSOCIATES LTD has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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