POST OAK PRIVATE WEALTH ADVISORS
SEC RegisteredA More Specialized Approach to Managing Wealth
About the firm
Post Oak Private Wealth Advisors is a leading advisory firm based in Houston serving clients throughout the nation. They are a highly specialized, fiduciary firm with particular expertise in retirement distribution planning, tax optimization and advanced risk managed investing, delivered with uncommon responsiveness and service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement distribution planning, tax optimization, and advanced risk managed investing
Who they serve
Clients throughout the nation
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 287 | $64M |
| High Net Worth Individuals | 89 | $319M |
| Charitable Organizations | 1 | $8.3M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Standard - Up to $500,000 | 1.50% |
| Standard - $500,000 to $2,500,000 | 1.25% |
| Standard - $2,500,000 to $5,000,000 | 1.00% |
| Standard - $5,000,000+ | 0.85% |
| Multi-Asset - First $1,000,000 | 1.00% |
| Multi-Asset - Next $4,000,000 | 0.75% |
| Multi-Asset - Next $5,000,000 | 0.55% |
| Multi-Asset - Over $10,000,000 | 0.35% |
| SEI - Up to $1,000,000 | 1.00% |
| SEI - $1,000,001 to $2,000,000 | 0.90% |
| SEI - $2,000,001 to $3,000,000 | 0.80% |
| SEI - $3,000,001 to $4,000,000 | 0.70% |
| SEI - $4,000,001 to $5,000,000 | 0.60% |
| SEI - Over $5,000,000 | 0.50% |
Data as of January 16, 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. POST OAK PRIVATE WEALTH ADVISORS 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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