OAK ASSOCIATES LTD
CRD #108874 SEC #801-23632 AKRON, OH 330-668-1234
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
8
Clients
--
Accounts
59
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.7B | $0 | 8 | 0 |
| Oct 2024 | $1.5B | $1.5B | $65.1K | 9 | 0 |
| Mar 2024 | $1.5B | $1.5B | $65.1K | 9 | 0 |
| Jan 2024 | $1.3B | $1.3B | $0 | 9 | 0 |
| Sep 2023 | $1.3B | $1.3B | $0 | 9 | 0 |
| Mar 2023 | $1.3B | $1.3B | $0 | 9 | 0 |
| Mar 2022 | $2.1B | $2.1B | $0 | 10 | 0 |
| Mar 2021 | $1.8B | $1.8B | $0 | 11 | 0 |
| Mar 2021 | $1.8B | $1.8B | $0 | 11 | 0 |
| Jun 2020 | $1.9B | $1.9B | $0 | 14 | 0 |
| Mar 2020 | $1.9B | $1.9B | $0 | 14 | 0 |
| Jan 2020 | $1.5B | $1.5B | $0 | 13 | 0 |
| Mar 2019 | $1.5B | $1.5B | $0 | 13 | 0 |
| Mar 2018 | $1.6B | $1.6B | $0 | 13 | 0 |
| Mar 2017 | $1.1B | $1.1B | $0 | 13 | 26 |
| Mar 2016 | $932M | $932M | $0 | 14 | 26 |
| Mar 2015 | $928M | $928M | $0 | 14 | 26 |
| Jan 2015 | $1B | $1B | $0 | 14 | 26 |
| Jan 2015 | $1B | $1B | $0 | 14 | 26 |
| Mar 2014 | $1B | $1B | $0 | 14 | 26 |
| Mar 2013 | $855.7M | $855.7M | $0 | 15 | 26 |
| Apr 2012 | $811.2M | $811.2M | $0 | 11 | 26 |
| Mar 2012 | $811.2M | $811.2M | $0 | 11 | 26 |
| Mar 2011 | $869M | $869M | $0 | -- | -- |
| Mar 2011 | $869M | $869M | $0 | -- | -- |
| Mar 2011 | $869M | $869M | $0 | -- | -- |
| Mar 2008 | $2B | $2B | $0 | -- | -- |
| Nov 2007 | $2.3B | $2.3B | $0 | -- | -- |
| Nov 2007 | $2.3B | $2.3B | $0 | -- | -- |
| Apr 2007 | $2.3B | $2.3B | $0 | -- | -- |
| Mar 2006 | $3.9B | $3.9B | $0 | 51 | -- |
| Mar 2004 | $9.2B | $9.2B | $0 | -- | -- |
| Apr 2002 | $15.1B | $15.1B | $0 | 51 | -- |
| Jun 2001 | $24.1B | $24.1B | $0 | 51 | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees8
Clients0
DateOct 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$65.1K
Employees9
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$65.1K
Employees9
Clients0
DateJan 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees9
Clients0
DateSep 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees14
Clients0
DateJan 2020
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees13
Clients0
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients26
DateMar 2016
Total AUM$932M
Discretionary$932M
Non-Disc.$0
Employees14
Clients26
DateMar 2015
Total AUM$928M
Discretionary$928M
Non-Disc.$0
Employees14
Clients26
DateJan 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients26
DateJan 2015
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients26
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees14
Clients26
DateMar 2013
Total AUM$855.7M
Discretionary$855.7M
Non-Disc.$0
Employees15
Clients26
DateApr 2012
Total AUM$811.2M
Discretionary$811.2M
Non-Disc.$0
Employees11
Clients26
DateMar 2012
Total AUM$811.2M
Discretionary$811.2M
Non-Disc.$0
Employees11
Clients26
DateMar 2011
Total AUM$869M
Discretionary$869M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$869M
Discretionary$869M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$869M
Discretionary$869M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees--
Clients--
DateNov 2007
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees--
Clients--
DateApr 2002
Total AUM$15.1B
Discretionary$15.1B
Non-Disc.$0
Employees51
Clients--
DateJun 2001
Total AUM$24.1B
Discretionary$24.1B
Non-Disc.$0
Employees51
Clients--