← Back to searchVisit website
OAK HARVEST INVESTMENT SERVICES
OAK HARVEST INVESTMENT SERVICES, LLC
CRD 173293 · SEC 801-116667
920 MEMORIAL CITY WAY, SUITE 150, HOUSTON, TX, 77024, United States
Phone
281-822-1350
Fax
281-822-1355
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.14B
Discretionary AUM
$1.14B
Team
44 total employees; 19 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 564 | $307.7M |
| High net worth individuals | 404 | $712.6M |
| Investment companies | 1 | $91.1M |
| Charitable organizations | 7 | $19.8M |
| Corporations/business entities | 2 | $5.6M |
States served
AL, AZ, CA, CO, GA, IL, LA, MD, MI, MT, NE, NV, NJ, NY, NC, OH, OK, OR, PA, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/OAKHARVEST/
- https://www.youtube.com/channel/UCkLvOm9F5iC01-hHxRmUXpQ
- https://oakharvestfg.com/go-go-sisterhood/
- https://www.youtube.com/@OakHarvestStockTalk
- https://www.facebook.com/TheRetirementIncomeShow/
- https://www.instagram.com/the.gogosisterhood/
- https://thegogosisterhood.com/
- https://www.linkedin.com/company/oak-harvest-financial-group/
- https://www.bigmarker.com/communities/oak-harvest-financial-group/
- https://www.podbean.com/pw/pbblog-766dj-d61482
- https://www.podbean.com/pw/pbblog-ryvbf-3c0ffc
- https://www.podbean.com/pw/pbblog-53qr8-459688
- https://vimeo.com/user55876784?fl=pp&fe=sh
- https://www.youtube.com/@OakHarvestFunds
- https://www.linkedin.com/company/oak-harvest-financial-group/mycompany/
- https://www.instagram.com/theretirementincomeshow/
- https://www.youtube.com/c/OakHarvestFinancialGroup
- https://www.facebook.com/TheGoGoSisterhood
- https://www.oakharvestfunds.com/
- HTTPS://WWW.INSTAGRAM.COM/OAKHARVESTFG
- https://x.com/oakharvest
- HTTP://WWW.OAKHARVESTFG.COM
Official SEC filing: View on IAPD