Oak Associates LTD

$1.78BAssets under management
as of Mar 2026 · SEC Form ADV
Akron, OH
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Tech stack

No one at Oak Associates LTD has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
UBS
Per Form ADV · $120M held · filed Oct 2024
BNY
Per Form ADV · $61M held · filed Oct 2024
Key Bank National Association
Per Form ADV · $44M held · filed Oct 2024