POST OAK PRIVATE WEALTH ADVISORS

RIASEC RegisteredEst. 2019

Total AUM

$391M

Discretionary

$391M

100% of AUM

Avg account

$500K

Accounts

782

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 159293
Registered since: July 6, 2019
Website: postoakprivatewealth.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI81.59%
Individuals16.29%
Pension & Profit Sharing Plans2.12%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Post Oak Private Wealth Advisors is an independent, SEC-registered wealth advisory firm organized as an LLC and operating since 2019. The firm serves both individuals/families and institutional clients and describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model combines a percentage-of-assets approach with hourly billing for certain services. Post Oak was recognized by FA Magazine in 2020 as a Top RIA Firm. The firm is not positioned as an ESG specialist and reports an insurance-company industry affiliation.