# OAK ASSOCIATES LTD

OAK ASSOCIATES LTD of AKRON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 108874
- Type: SEC-registered investment adviser
- SEC file number: 801-23632
- Location: 3800 EMBASSY PARKWAY, SUITE 31O, AKRON, OH, 44333
- Phone: 330-668-1234
- Latest filing: 2026-03-06
- Regulatory AUM: $1.8B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $7.3M
- Clients: 8
- Accounts: 56

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Margaret Lynn Ballinger | PRESIDENT / MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | — |
| Robert Donald Stimpson | MANAGING MEMBER / CHIEF INVESTMENT OFFICER | — |
| BALLINGER MARGARET | ASSISTANT PORTFOLIO MANAGER; DIRECTOR OF OPERATIONS | — |
| BARTON DONNA LOU | ASSISTANT PORTFOLIO MANAGER/TRADER | — |
| MACKAY DOUGLAS SCOTT | RESEARCH ANALYST/ASSISTANT PORTFOLIO MANAGER; RESEARCH ANALYST/PORTFOLIO MANAGER | — |
| OELSCHLAGER JAMES DRAVO | CO-CHIEF INVESTMENT OFFICER; MANAGING MEMBER; MANAGING MEMBER/PORTFOLIO MANAGER | — |
| NOLL SANDRA HELEN | CHIEF COMPLIANCE OFFICER | — |
| BALLINGER MARGARET LYNN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; DIRECTOR OF OPERATIONS (+2 more) | — |
| STIMPSON ROBERT DONALD | CO-CHIEF INVESTMENT OFFICER; MANAGING MEMBER / CHIEF INVESTMENT OFFICER; MANAGING MEMBER / CO-CHIEF INVESTMENT OFFICER | — |
| Zollars Carol Lynn | CHIEF FINANCIAL OFFICER; MANAGING MEMBER / CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108874/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108874/similar
- Related entities: https://search.stillhousedata.com/firm/108874/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108874

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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.