| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Nathan Kattner Control | Chief Compliance Officer | Under 5% | 2022 |
| Christopher Perras | Chief Investment Officer | Under 5% | 2018 |
| Jessica Cannella Sharpe Control | President | Under 5% | 2018 |
Oak Harvest Investment Services, LLC reports $940.8 million in regulatory assets under management on its Form ADV.
Oak Harvest Investment Services, LLC reports 39 employees.
Oak Harvest Investment Services, LLC is based in Houston, TX and has been SEC-registered since 2019.
Oak Harvest Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 | Yes |
| Discretionary | $940.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $940.8M |