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OAK HARVEST INVESTMENT SERVICES

OAK HARVEST INVESTMENT SERVICES, LLC

CRD 173293 · SEC 801-116667

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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

TypeClientsAUM
Individuals564$307.7M
High net worth individuals404$712.6M
Investment companies1$91.1M
Charitable organizations7$19.8M
Corporations/business entities2$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

Official SEC filing: View on IAPD