Oak Harvest Investment Services, LLC
● SEC registered since 2019CRD 173293SEC# 801-116667Houston, TX
Reg. AUM
$1.14B
Employees
44
Accounts
2,927
Location
Houston, TX
Oak Harvest Investment Services, LLC assets under management
Oak Harvest Investment Services, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2019. It reports $1.1 billion in regulatory assets under management and employs 44 people.
Oak Harvest Investment Services, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles David Scavone | Chief Investment Officer | Under 5% | 2026 |
| Christopher Nathan Kattner Control | Chief Compliance Officer | Under 5% | 2022 |
| Jessica Cannella Sharpe Control | President | Under 5% | 2018 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Oak Harvest Investment Services, LLC manage?
Oak Harvest Investment Services, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Oak Harvest Investment Services, LLC have?
Oak Harvest Investment Services, LLC reports 44 employees.
Where is Oak Harvest Investment Services, LLC located?
Oak Harvest Investment Services, LLC is based in Houston, TX and has been SEC-registered since 2019.
Does Oak Harvest Investment Services, LLC disclose fund performance?
Oak Harvest Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 920 Memorial City Way, Suite 150, Houston, TX 77024 |
| Phone | 281-822-1350 |
| Fax | 281-822-1355 |
| Office hours | By Appointment |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.14B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$1.14Bregulatory AUM
Discretionary $1.14B