Oak Associates Ltd

Overview

Oak Associates Ltd is an SEC registered investment adviser based in Akron, OH, registered since 1985. It reports $1.8B in assets under management across 56 accounts, with 8 employees. It has 3 investment adviser representatives.

Reported AUM

$1.8B

Discretionary

100%

Accounts

56

Average account

$31.7M

Employees

8

Advisory reps

3

Registered since

1985

Jurisdictions

52

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Management for Investment Companies
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Investment Companies

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Margaret Lynn Ballinger President, Managing Member, Chief Operating Officer CRD 2794028
• Robert Donald Stimpson Managing Member, Co-Chief Investment Officer CRD 2702926

Advisory reps 3 of 3

• Margaret Lynn Ballinger Investment Adviser Rep CRD 2794028
• Robert Donald Stimpson Investment Adviser Rep CRD 2702926
• Jeffrey Butler Travis Investment Adviser Rep CRD 5161258

Location

Headquarters

3800 Embassy Pkwy Ste 31O
Akron, OH 44333

County

Summit

Metro area

Akron, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 52 jurisdictions
• Website: oakltd.com

Every state, with registration dates

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