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PIN OAK INVESTMENT ADVISORS INC
CRD 105550 · SEC 801-35858
510 BERING DRIVE, STE 100, HOUSTON, TX, 77057, United States
Phone
713-871-8300
Fax
713-871-8307
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$784.8M
Discretionary AUM
$784.8M
Team
12 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; Performance-based fees; ORIGINATION FEES
Org form
Corporation
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 123 | $43.9M |
| High net worth individuals | 175 | $368.0M |
| Pooled investment vehicles | 24 | $372.9M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD