Investment adviser · CRD 173293
OAK HARVEST INVESTMENT SERVICES
Investment adviser filing (IA)
OAK HARVEST INVESTMENT SERVICES, LLC
HOUSTON, TX, United States · Form ADV filed Apr 22, 2026
- Regulatory AUM
- $1.14B Form ADV · Item 5.F
- Client accounts
- 2,927 Accounts, not individual clients
- Employees
- 44 Reported in this filing
- Advisory professionals
- 19 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 404 | $712,551,735 | 62.7% |
| Individuals | 564 | $307,705,922 | 27.1% |
| Investment companies | 1 | $91,131,293 | 8.0% |
| Charities | 7 | $19,788,898 | 1.7% |
| Corporations & businesses | Fewer than 5 | $5,583,439 | 0.5% |
Filing source
Form ADV 2097346 · Apr 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
920 MEMORIAL CITY WAY, SUITE 150HOUSTON, TX, 77024, United States
CRD 173293
Filing source
Form ADV 2097346 · Apr 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.