PIN OAK INVESTMENT ADVISORS INC

Overview

PIN Oak Investment Advisors Inc is an independent, SEC-registered RIA that has been operating since 1990. Owned by an individual, the firm positions itself as a capital allocator serving both individual & family and institutional clients. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers. The firm also conducts other financial product sales activities and functions as a sponsor/GP/managing member of pooled investment vehicles. Fee arrangements include asset-based fees, fixed fees, performance-linked fees and other structures. PIN Oak was named to the Financial Times Top 300 RIA Firms list in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices