OAK HARVEST INVESTMENT SERVICES, LLC
Doing business as OAK HARVEST INVESTMENT SERVICES. SEC Form ADV profile.
Total regulatory AUM
$1,136,761,287
Discretionary
$1,136,761,287
Non-discretionary
$0
Firm details
- CRD number
- 173293
- SEC file number
- 801-116667
- Main office
- HOUSTON, TX, United States
- Employees
- 44
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.