Oelschlager Investments LLC
● SEC registered since 2019CRD 306035SEC# 801-117587Akron, OH
Reg. AUM
$93.3M
Employees
4
Accounts
26
Location
Akron, OH
Oelschlager Investments LLC assets under management
Oelschlager Investments LLC is a registered investment adviser overseen by the SEC based in Akron, OH. The firm has been registered since 2019. It reports $93.3 million in regulatory assets under management and employs 4 people.
Oelschlager Investments LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark Wesley Oelschlager Control | Member, President, Chief Investment Officer | Over 75% | 2019 |
| Tina Tan Oelschlager Control | Member, Chief Compliance Officer | Under 5% | 2019 |
Frequently asked questions
How much does Oelschlager Investments LLC manage?
Oelschlager Investments LLC reports $93.3 million in regulatory assets under management on its Form ADV.
How many employees does Oelschlager Investments LLC have?
Oelschlager Investments LLC reports 4 employees.
Where is Oelschlager Investments LLC located?
Oelschlager Investments LLC is based in Akron, OH and has been SEC-registered since 2019.
Does Oelschlager Investments LLC disclose fund performance?
Oelschlager Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4040 Embassy Pkwy Suite 320, Akron, OH 44333 |
| Phone | 330-664-9920 |
| Office hours | 8:30-5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1847786 |
| Discloses disciplinary history | No |
Regulatory AUM
$93.3M▲ 48%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$93.3Mregulatory AUM
Discretionary $93.3M