Oak Harvest Investment Services

RIASEC RegisteredEst. 2019

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$388K

Accounts

2,927

Employees

Advisory reps

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

FINTRX

Overview

Oak Harvest Investment Services is an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves both individual and family clients as well as institutional relationships, combining fee models tied to AUM with hourly and fixed-fee engagements. Core advisory activities listed in filings include financial planning, portfolio management for individuals, small businesses and investment companies, pension consulting, and client education through seminars and workshops. Oak Harvest also operates as an insurance broker and reports affiliations with entities in the commodity/CTA space and with an insurance company. The firm is not identified as an active ESG investor. Oak Harvest received recognition from Citywire in two consecutive years, appearing in the "50 Growers Across America" list in 2020 and again in 2021.