| Name | Title | Ownership | Since |
|---|---|---|---|
| Margaret Lynn Ballinger Control | President / Managing Member / Chief Operating Officer / Chief Compliance Officer | 25-50% | 1996 |
| Robert Donald Stimpson Control | Managing Member / Chief Investment Officer | 50-75% | 2019 |
Oak Associates Ltd reports $1.7 billion in regulatory assets under management on its Form ADV.
Oak Associates Ltd reports 8 employees.
Oak Associates Ltd is based in Akron, OH and has been SEC-registered since 1985.
Oak Associates Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3800 Embassy Parkway, Suite 31o, Akron, OH 44333 |
| Phone | 330-668-1234 |
| Fax | 330-668-2901 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 836372 |
| Discloses disciplinary history | No |
| Discretionary | $1.67B |
| Non-discretionary | $0 |
| Total (RAUM) | $1.67B |