Oak Associates Ltd

Oak Associates Ltd (CRD# 108874) is a financial advisory firm headquartered in Akron, OH. They manage $932,000,000 in 116 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    932
    MILLION
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $8,034,483
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Oak Associates Ltd
Showing 1 - 3 of 3 top financial advisors.
1
Margaret L. Ballinger
CRD#: 2794028
3875 Embassy Parkway, Suite 250, Akron, OH 44333
93
Wealthminder
score

Margaret Ballinger (CRD# 2794028) is an Investment Advisor Representative working at Oak Associates Ltd in Akron, OH and has over 20 years of experience in the finance industry.

2
Donna L. Barton
CRD#: 2724043
3875 Embassy Parkway, Suite 250, Akron, OH 44333
93
Wealthminder
score

Donna Barton (CRD# 2724043) is an Investment Advisor Representative working at Oak Associates Ltd in Akron, OH and has over 20 years of experience in the finance industry.

3
James D. Oelschlager
CRD#: 2238569
3875 Embassy Parkway, Suite 250, Akron, OH 44333
93
Wealthminder
score

James Oelschlager (CRD# 2238569) is an Investment Advisor Representative working at Oak Associates Ltd in Akron, OH and has over 24 years of experience in the finance industry.

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