Oak Harvest Investment Services
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 173293
- Registered since
- May 22, 2019
- Website
- oakharvestfg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.68%
- Individuals27.07%
- Investment Companies8.02%
- Charitable Organizations1.74%
- Corporations / Businesses0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Oak Harvest Investment Services is an independent RIA organized as an LLC that provides fee-based financial planning and portfolio management to a mix of individual, family and institutional clients. The firm is registered with the SEC (registered in 2019) and combines percentage‑of‑AUM billing with hourly and fixed‑fee engagements; it also operates as an insurance broker. Core advisory services include financial planning, portfolio management for individuals and small businesses, management for investment companies, pension consulting, and educational seminars. Client work appears centered on wealth management and retirement planning, with annuity solutions available through the insurance business. Oak Harvest is not an active ESG investor. The firm received Citywire recognition in 2020 and 2021 as part of the "50 Growers Across America" listings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds41%
- Cash & Cash Equivalents9%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$328M in ETFs
79%
$257M
5%
$70.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM TREASURY INDEX FUND (VGSH) | Vanguard | Passive | Short Government | $77.9M | 1,353,092 | 23.77% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 920 Memorial City Way
- Time zone
- CT (UTC-6)
- Office locations
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