OAK HARVEST INVESTMENT SERVICES
SEC RegisteredAbout the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Who they serve
| 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
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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.