Oak Harvest Investment Services

RIASEC Registered

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 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.