# OBERLIN FINANCIAL CORP.

OBERLIN FINANCIAL CORP. of BRYAN, OH is an SEC-registered investment adviser.

## Registration

- CRD: 103717
- Type: SEC-registered investment adviser
- SEC file number: 801-58101
- Location: 209 N. MAIN, P.O. BOX 998, BRYAN, OH, 43506
- Phone: 419-636-4001
- Latest filing: 2009-11-20
- Regulatory AUM: $242.1M
- Discretionary AUM: $125.3M
- Non-discretionary AUM: $116.9M
- Clients: 11
- Accounts: 701

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| FITZGERALD JOHN MICHAEL | DIRECTOR | — |
| HESS STEPHEN BRADLEY | CFO | — |
| OBERLIN EARL CLIFFORD III | CEO; CEO AND DIRECTOR; CEO AND FINOP (+4 more) | — |
| OBERLIN PAULINE LOIS | CHAIRPERSON | — |
| GERY JEFFREY VERNON | CCO AND COO; CHIEF COMPLIANCE OFFICER AND SROP; CHIEF COMPLIANCE OFFICER, COO AND SROP | — |
| GRUVER DONALD LESLIE | CROP | — |
| CHETNEY WILLIAM ROBERT | SHAREHOLDER | — |
| CARLSON BRIAN CAMERON | DIRECTOR | — |
| WINGE RICHARD ALAN | DIRECTOR | — |
| FRANCIS ROBERT LARRY | DIRECTOR | — |
| IVAN MARI ANN | SECRETARY | — |
| POWERS JILL RAE | PRESIDENT; PRESIDENT AND SECRETARY; SECRETARY (+1 more) | — |
| HOFBAUER THOMAS WILLIAM | COO | — |
| DARIAN RICHARD ALAN | DIRECTOR | — |
| NYE BRUCE | DIRECTOR | — |
| MATSUMOTO JOHN | CHIEF COMPLIANCE OFFICER | — |
| NORTH DAN BERNARD | FINOP | — |
| SMITH L CRAIG | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/103717/brochure
- Similar advisers: https://search.stillhousedata.com/firm/103717/similar
- Related entities: https://search.stillhousedata.com/firm/103717/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/103717

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.