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President / Managing Member / Chief Operating Officer / Chief Compliance Officer · Oak Associates LTD

Margaret L. Ballinger

CRD 2794028 · Named on Form ADV at one SEC-registered adviser

At a glance

Oak Associates LTD, an SEC-registered asset manager based in Akron, OH with $1.8 billion in regulatory assets, lists Margaret L. Ballinger on its Form ADV as President / Managing Member / Chief Operating Officer / Chief Compliance Officer, a control person.

Firms and roles

  • Oak Associates LTDPresident / Managing Member / Chief Operating Officer / Chief Compliance OfficerAsset manager · Akron, OH · $1.8B in regulatory assets

AtlasMembers

Margaret’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Margaret’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.