Oelschlager Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$93,297,658
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
24
100% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
24
Average account size
$3,887,402
About
Oelschlager Investments is an SEC‑registered investment adviser that serves two primary client types: registered investment companies (the Towpath Focus Fund, TOWFX, and Towpath Technology Fund, TOWTX) and separately managed accounts (SMAs) for high‑net‑worth individuals, corporations, foundations and public plans. The firm discloses it manages the Towpath Funds as a separate series of the Mutual Shareholder Services, LLC series trust and reported roughly $93.3 million in discretionary assets under management as of December 31, 2025.
The firm’s investment process combines top‑down market and sector analysis with bottom‑up quantitative and qualitative stock selection, seeking concentrated, low‑turnover portfolios that typically hold 25–40 stocks and emphasize long‑term fundamentals. Oelschlager describes distinct All‑Cap Core and Technology strategies and notes it may place SMA assets into its Towpath Funds while excluding those Fund holdings from SMA fee calculations.
Distinctive aspects noted in the brochure include the firm’s formal role as adviser to registered investment companies alongside a small number of SMA clients and a general SMA guideline minimum of $1,000,000, which shapes the client base and account customization. The brochure also emphasizes the firm’s reliance on a principal portfolio manager and formal compliance controls (a written Code of Ethics and Access Person trading reviews), which are salient given the concentrated portfolios and limited client count.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0 - $3,000,000: 0.90% annually $3,000,001+: 0.70% annually
Account minimum: $1,000,000 Fee-only: 0.90% on assets up to $3 million and 0.70% on assets above $3 million for SMA clients; 0.70% annually for Towpath Funds
Main office location
Oelschlager Investments
4040 Embassy Pkwy Suite 320
Akron OH 44333, United States
Number of offices
1
Most active in
Oelschlager Investments has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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