OAK ASSOCIATES LTD

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Ohio, United States

Employees

Total Number of Employees	9
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	62	$1.5B
Non-Discretionary	1	$65,103
Total	63	$1.5B

Clients

Type	Number	RAUM
Individuals	<5	$65,103
HNW Individuals	29	$66.9M
Banking or thrift institutions	0	$0
Investment companies	1	$1.2B
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	5	$50.6M
Charitable organizations	11	$92.1M
State or municipal gov entities	0	$0
Other investment advisers	<5	$62.0M
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$8.5M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clients
Compensation	% of AUM

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	800,000
Both for Same	0

Portfolio Manager to Program	Sponsor
THIRD-PARTY SMA MODELS PROGRAM	ENVESTNET PMC
MANAGER SELECT PROGRAM	LPL FINANCIAL LLC

Identifiers

SEC RIA File Number	801-23632
SEC ERA File Number	801-23632
SEC CIK Numbers	836372
SEC CRD Numbers	108874
Legal Entity Identifier	None

Principal Office

3800 EMBASSY PARKWAY
SUITE 31O
AKRON
OH
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic