OAK Harvest Investment Services
SEC RegisteredStock Talk
About the firm
Oak Harvest Financial Group provides advisory services through Oak Harvest Investment Services, LLC, a registered investment adviser, and insurance services through Oak Harvest Insurance Services, LLC, a licensed insurance agency. The firm's weekly podcast, Stock Talk, is hosted by Chief Investment Officer Chris Perras, CFA®, and covers the firm's investment team's perspective on markets, stocks, and the economy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory services, insurance services, and retirement life planning customized for individual retirement vision and legacy
Who they serve
Clients seeking retirement plans customized for their retirement vision and legacy
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 564 | $308M |
| High Net Worth Individuals | 404 | $713M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 7 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
18 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0-$999,999 | 1.37% |
| $1,000,000-$1,499,999 | 1.22% |
| $1,500,000-$1,999,999 | 1.12% |
| $2,000,000-$2,999,999 | 1.07% |
| $3,000,000-$3,999,999 | 0.97% |
| $4,000,000-$4,999,999 | 0.89% |
| $5,000,000-$9,999,999 | 0.81% |
| $10,000,000-$24,999,999 | 0.75% |
| $25,000,000 and Over | 0.62% |
Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. OAK Harvest Investment Services has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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