Oak Harvest Investment Services, LLC is a large advisory firm based in Houston. It manages $109.83 million of regulatory assets for 231 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Texas.
Oak Harvest Investment Services provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oak Harvest Investment Services, LLC is $109.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oak Harvest Investment Services, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Jessica Cannella Sharpe is high net worth individuals with 40 clients and $63.54 million of assets under management. Among the 7 most similar advisory firms, Oak Harvest Investment Services has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $109.83 million for 231 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Oak Harvest Investment Services doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 7 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Jessica Cannella Sharpe has been acting as President since 1 Apr 2018. Christopher Perras has served as the Chief Investment Officer since 1 Apr 2018 and Troy Robert Sharpe is the Chief Executive Officer of Oak Harvest Investment Services, LLC family office. Lp Ohfg Ventures joined the executive team most recently as the Holding Company.
The principal office where Oak Harvest Investment Services, LLC performs its advisory services is located at 920 Memorial City Way, Houston, TX 77024, which is also the mailing address of the firm. An additional office of the firm is in The Woodlands, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 281-822-1350 or by fax 281-822-1355. The normal business hours are by appointment on Other. You can find more information about the New York firm at oakharvestfg.com.