RIA Intel›Advisers›Texas›POST OAK INVESTMENT MANAGEMENT, INC

POST OAK INVESTMENT MANAGEMENT, INC

Advisory

HOUSTON, TX

Data as of Mar 29, 2026 · Source: SEC Form ADV

Rank in TX

#2,121

of 2,813 advisers by AUM

Average account

$525K

across 40 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients34

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

34 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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