Oak Harvest Investment Services
Houston, TX·SEC-registered · CRD #173293
Oak Harvest Investment Services is an SEC-registered investment advisory firm in Houston, TX managing $1.1B across 2.9k client accounts, with 19 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
2.9k
Advisory staff
19
Fee model
Fee-based
How Oak Harvest Investment Services is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Oak Harvest Investment Services
How much does Oak Harvest Investment Services manage?
Per its most recent SEC Form ADV filing (04/22/2026), Oak Harvest Investment Services reports $1.1B in regulatory assets under management across roughly 2.9k client accounts.
How does Oak Harvest Investment Services charge?
Oak Harvest Investment Services is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Oak Harvest Investment Services a fiduciary?
Yes. Oak Harvest Investment Services is registered with the U.S. Securities and Exchange Commission (CRD #173293), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Oak Harvest Investment Services taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Oak Harvest Investment Services and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Houston, TX
Profile compiled from Oak Harvest Investment Services's public SEC Form ADV filing (CRD #173293, filed 04/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Oak Harvest Investment Services. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Oak Harvest Investment Services? Claim this profile.