OAK HARVEST INVESTMENT SERVICES, LLC
C20
CRD 173293·SEC 801-116667·HOUSTON, TX
AUM
$1.14B
$1B+
Est. Revenue
$11.4M
@ 1% on AUM
Est. EBITDA
$3.4M
@ 30% margin
Est. Deal Value
$27.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $109.8M
'21 · $182.5M
'22 · $544.8M
'23 · $544.8M
'25 · $940.8M
'26 · $1.14B
'20'26
$109.8M → $1.14B▲ +935%
Client mix
| Individuals Other | 564 |
| Individuals High Net Worth | 404 |
| Charitable Organizations | 7 |
| Corporations | 2 |
| Investment Companies | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 7 advisors
'21 · 9 advisors
'22 · 12 advisors
'23 · 12 advisors
'25 · 22 advisors
'26 · 19 advisors
'20'26
7 advisors → 19 advisors▲ +171%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (13)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited