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OAK HARVEST INVESTMENT SERVICES
Legal name: OAK HARVEST INVESTMENT SERVICES, LLC
CRD 173293File 801-116667
APPROVED
Retail clients
Custody
Filing as of Apr 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.14B
Above cohort median (national)
Discretionary AUM
$1.14B
Clients
978
2,927 accounts
Employees
44
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 22, 2019
- Principal office
- 920 MEMORIAL CITY WAY, SUITE 150, HOUSTON, TX, 77024
- Phone
- 281-822-1350
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.14B
- Discretionary AUM
- $1.14B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,927
- Non-discretionary accounts
- 0
- Total accounts
- 2,927
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $5.6M |
| Investment companies | 1 | $91.1M |
| Charitable organizations | 7 | $19.8M |
| High net worth individuals | 404 | $712.6M |
| Individuals (other than high net worth individuals) | 564 | $307.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.