OAK ASSOCIATES LTD
Firm details
- Headquarters
- AKRON, Ohio
- CRD number
- 108874
- Registered since
- March 13, 1985
- Website
- www.oakfunds.com
- Custodians
- UBS FINANCIAL SERVICES INC., THE BANK OF NEW YORK MELLON, KEY BANK NATIONAL ASSOCIATION
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies84.11%
- Charitable Organizations5.67%
- HNWI4.76%
- Other Investment Advisers2.97%
- Pension & Profit Sharing Plans2.4%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Oak Associates Ltd is a Delaware limited liability company that has been SEC-registered since 1985 and operates as an owner-managed advisory practice serving both individual/family and institutional clients. The firm charges fees as a percentage of assets under management and focuses on discretionary portfolio management across a mix of client types, including individuals/small businesses, investment companies, and other businesses or institutions. Oak Associates is not positioned as an ESG-focused manager, does not describe itself as a multi-state adviser, and does not identify as a pension consultant or related adviser. The firm received recognition on CNBC’s Top 100 Financial Advisory Firms list in 2019 and 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2ROBERT STIMPSON
Co-Chief Investment OfficerCRD 2702926
MARGARET BALLINGER
Chief Compliance OfficerCRD 2794028
Contacts
1 of 1JEFFREY TRAVIS
Portfolio ManagerCRD 5161258
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 4Active vs passive
$2.6M in ETFs
100%
$2.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI ACWI EX US ETF (ACWX) | BlackRock | Passive | Foreign Large Blend | $1.5M | 21,658 | 57.15% |
Location
AKRON, OH
SUMMIT
Location
AKRON, OH
Headquartered in AKRON, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- SUMMIT
- Address
- 3800 Embassy Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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