RIA Intel›Advisers›Texas›OAK HARVEST INVESTMENT SERVICES, LLC

OAK HARVEST INVESTMENT SERVICES, LLC

Advisory

N·HOUSTON, TX

Data as of Apr 22, 2026 · Source: SEC Form ADV

Total AUM
$1.1B
1-Year AUM Growth
+31.3%
3-Year CAGR
+32.8%
Employees
19
Assets Under Management
Total AUM$1.1B
Discretionary AUM$1.1B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients904
Team
Total Employees19
Investment Advisers44
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record69
First FilingApr 22, 2019
Latest FilingApr 22, 2026
🔒 Full AUM trend chart and 69 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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