OAK ASSOCIATES LTD
CRD #108874 SEC #801-23632 AKRON, OH 330-668-1234
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
8
Clients
--
Accounts
59
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | ASSISTANT PORTFOLIO MANAGER | NA | |
| BALLINGER, MARGARET | I | DIRECTOR OF OPERATIONS | NA | |
| BALLINGER, MARGARET, LYNN | I | DIRECTOR OF OPERATIONS | NA | |
| BALLINGER, MARGARET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALLINGER, MARGARET, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| BALLINGER, MARGARET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALLINGER, MARGARET, LYNN | I | DIRECTOR OF OPERATIONS | NA | |
| BALLINGER, MARGARET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALLINGER, MARGARET, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| BALLINGER, MARGARET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALLINGER, MARGARET, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| BALLINGER, MARGARET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALLINGER, MARGARET, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| BALLINGER, MARGARET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BALLINGER, MARGARET, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| BALLINGER, MARGARET, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BARTON, DONNA, LOU | I | ASSISTANT PORTFOLIO MANAGER/TRADER | NA | |
| BARTON, DONNA, LOU | I | ASSISTANT PORTFOLIO MANAGER/TRADER | NA | |
| BARTON, DONNA, LOU | I | ASSISTANT PORTFOLIO MANAGER/TRADER | NA | |
| BARTON, DONNA, LOU | I | ASSISTANT PORTFOLIO MANAGER/TRADER | NA | |
| BARTON, DONNA, LOU | I | ASSISTANT PORTFOLIO MANAGER/TRADER | NA | |
| BARTON, DONNA, LOU | I | ASSISTANT PORTFOLIO MANAGER/TRADER | NA | |
| BARTON, DONNA, LOU | I | ASSISTANT PORTFOLIO MANAGER/TRADER | NA | |
| BARTON, DONNA, LOU | I | ASSISTANT PORTFOLIO MANAGER/TRADER | NA | |
| BARTON, DONNA, LOU | I | ASSISTANT PORTFOLIO MANAGER/TRADER | NA | |
| BARTON, DONNA, LOU | I | ASSISTANT PORTFOLIO MANAGER/TRADER | NA | |
| BARTON, DONNA, LOU | I | ASSISTANT PORTFOLIO MANAGER/TRADER | NA | |
| BARTON, DONNA, LOU | I | ASSISTANT PORTFOLIO MANAGER/TRADER | NA | |
| BARTON, DONNA, LOU | I | ASSISTANT PORTFOLIO MANAGER/TRADER | NA | |
| MACKAY, DOUGLAS, SCOTT | I | RESEARCH ANALYST/ASSISTANT PORTFOLIO MANAGER | NA | |
| MACKAY, DOUGLAS, SCOTT | I | RESEARCH ANALYST/PORTFOLIO MANAGER | NA | |
| MACKAY, DOUGLAS, SCOTT | I | RESEARCH ANALYST/PORTFOLIO MANAGER | NA | |
| NOLL, SANDRA, HELEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOLL, SANDRA, HELEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOLL, SANDRA, HELEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOLL, SANDRA, HELEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOLL, SANDRA, HELEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOLL, SANDRA, HELEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOLL, SANDRA, HELEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOLL, SANDRA, HELEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOLL, SANDRA, HELEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOLL, SANDRA, HELEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOLL, SANDRA, HELEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOLL, SANDRA, HELEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOLL, SANDRA, HELEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OELSCHLAGER, JAMES, DRAVO | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| OELSCHLAGER, JAMES, DRAVO | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| OELSCHLAGER, JAMES, DRAVO | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| OELSCHLAGER, JAMES, DRAVO | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| OELSCHLAGER, JAMES, DRAVO | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| OELSCHLAGER, JAMES, DRAVO | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| OELSCHLAGER, JAMES, DRAVO | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| OELSCHLAGER, JAMES, DRAVO | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| OELSCHLAGER, JAMES, DRAVO | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| OELSCHLAGER, JAMES, DRAVO | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| OELSCHLAGER, JAMES, DRAVO | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| STIMPSON, ROBERT, DONALD | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| Zollars, Carol, Lynn | I | CHIEF FINANCIAL OFFICER | NA | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| OELSCHLAGER, JAMES, DRAVO | I | MANAGING MEMBER/PORTFOLIO MANAGER | E | Control |
| STIMPSON, ROBERT, DONALD | I | MANAGING MEMBER / CO-CHIEF INVESTMENT OFFICER | D | Control |
| STIMPSON, ROBERT, DONALD | I | MANAGING MEMBER / CO-CHIEF INVESTMENT OFFICER | D | Control |
| STIMPSON, ROBERT, DONALD | I | MANAGING MEMBER / CO-CHIEF INVESTMENT OFFICER | D | Control |
| STIMPSON, ROBERT, DONALD | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER | D | Control |
| STIMPSON, ROBERT, DONALD | I | MANAGING MEMBER / CHIEF INVESTMENT OFFICER | D | Control |
| BALLINGER, MARGARET, LYNN | I | MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BALLINGER, MARGARET, LYNN | I | MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BALLINGER, MARGARET, LYNN | I | MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BALLINGER, MARGARET, LYNN | I | MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BALLINGER, MARGARET, LYNN | I | MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BALLINGER, MARGARET, LYNN | I | PRESIDENT / MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BALLINGER, MARGARET, LYNN | I | PRESIDENT / MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BALLINGER, MARGARET, LYNN | I | PRESIDENT / MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BALLINGER, MARGARET, LYNN | I | PRESIDENT / MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BALLINGER, MARGARET, LYNN | I | PRESIDENT / MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BALLINGER, MARGARET, LYNN | I | PRESIDENT / MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BALLINGER, MARGARET, LYNN | I | PRESIDENT / MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| BALLINGER, MARGARET, LYNN | I | PRESIDENT / MANAGING MEMBER / CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | C | Control |
| STIMPSON, ROBERT, DONALD | I | MANAGING MEMBER / CO-CHIEF INVESTMENT OFFICER | C | Control |
| STIMPSON, ROBERT, DONALD | I | MANAGING MEMBER / CO-CHIEF INVESTMENT OFFICER | C | Control |
| STIMPSON, ROBERT, DONALD | I | MANAGING MEMBER / CO-CHIEF INVESTMENT OFFICER | C | Control |
| STIMPSON, ROBERT, DONALD | I | MANAGING MEMBER / CO-CHIEF INVESTMENT OFFICER | C | Control |
| STIMPSON, ROBERT, DONALD | I | MANAGING MEMBER / CO-CHIEF INVESTMENT OFFICER | C | Control |
| STIMPSON, ROBERT, DONALD | I | MANAGING MEMBER / CO-CHIEF INVESTMENT OFFICER | C | Control |
| STIMPSON, ROBERT, DONALD | I | MANAGING MEMBER / CO-CHIEF INVESTMENT OFFICER | C | Control |
| STIMPSON, ROBERT, DONALD | I | MANAGING MEMBER / CO-CHIEF INVESTMENT OFFICER | C | Control |
| ZOLLARS, CAROL, LYNN | I | MANAGING MEMBER / CHIEF FINANCIAL OFFICER | B | Control |
| ZOLLARS, CAROL, LYNN | I | MANAGING MEMBER / CHIEF FINANCIAL OFFICER | B | Control |
| ZOLLARS, CAROL, LYNN | I | MANAGING MEMBER / CHIEF FINANCIAL OFFICER | B | Control |
| ZOLLARS, CAROL, LYNN | I | MANAGING MEMBER / CHIEF FINANCIAL OFFICER | B | Control |
| ZOLLARS, CAROL, LYNN | I | MANAGING MEMBER / CHIEF FINANCIAL OFFICER | B | Control |
| ZOLLARS, CAROL, LYNN | I | MANAGING MEMBER / CHIEF FINANCIAL OFFICER | B | Control |
| ZOLLARS, CAROL, LYNN | I | MANAGING MEMBER / CHIEF FINANCIAL OFFICER | B | Control |
| ZOLLARS, CAROL, LYNN | I | MANAGING MEMBER / CHIEF FINANCIAL OFFICER | B | Control |
Registrations
Federal
IA
Mar 17, 2025 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VT WA WI WV
Address
3800 EMBASSY PARKWAYSUITE 31O
AKRON, OH 44333
United States
Phone: 330-668-1234