Oak Associates Ltd
● SEC registered since 1985CRD 108874SEC# 801-23632Akron, OH
Reg. AUM
$1.78B
Employees
8
Accounts
56
Location
Akron, OH
Oak Associates Ltd assets under management
Oak Associates Ltd operates as an SEC-registered investment adviser based in Akron, OH. The firm has been registered since 1985. It reports $1.8 billion in regulatory assets under management and employs 8 people.
Oak Associates Ltd owners & executives
2 reported| 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 |
Frequently asked questions
How much does Oak Associates Ltd manage?
Oak Associates Ltd reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Oak Associates Ltd have?
Oak Associates Ltd reports 8 employees.
Where is Oak Associates Ltd located?
Oak Associates Ltd is based in Akron, OH and has been SEC-registered since 1985.
Does Oak Associates Ltd disclose fund performance?
Oak Associates Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.78B▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.78Bregulatory AUM
Discretionary $1.77BNon-discretionary $7.3M