Oak Harvest Investment Services
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 173293
- SEC number
- 801-116667
- Firm type
- RIA
- Assets under management
- $1.1B as of Apr 22, 2026
- Website
- www.podbean.com/pw/pbblog-ryvbf-3c0ffc ↗
- Phone
- 281-822-1350
- Address
- 920 Memorial City Way, Houston, TX, 77024
Advisors at this firm
18 in our index · page 1 of 1
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Dwane Joseph BacakCRD 2594022 · Houston, TXIA RegisteredRegistration inactive
-
Jessica CannellaCRD 6912937 · Houston, TXIA Registered
-
Nicholas CasanovaCRD 8164802 · Houston, TXIA Registered
-
Dustin HumrichCRD 6807632 · Houston, TXIA RegisteredRegistration inactive
-
Larisa Anne KutacCRD 4319645 · Houston, TXIA Registered
-
Ryan Patrick KenneyCRD 7226953 · Houston, TXIA Registered
-
Elizabeth Anne KrogCRD 6898004 · Houston, TXIA RegisteredRegistration inactive
-
James Andrew McfarlandCRD 6782963 · Houston, TXIA Registered
-
Christopher Tran MyrickCRD 6779072 · Houston, TXIA Registered
-
Eric Luan-Trong NguyenCRD 6872918 · Houston, TXIA RegisteredRegistration inactive
-
Christopher PerrasCRD 2401654 · Houston, TXIA Registered
-
Tavis Gannon ParkersonCRD 7366185 · Houston, TXIA RegisteredRegistration inactive
-
Edward J RossiCRD 2318022 · Houston, TXIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Nicole May RineyCRD 7206973 · Houston, TXIA Registered
-
Charles David ScavoneCRD 2480848 · Houston, TXIA RegisteredDisclosure event(s) on record
-
Troy Robert SharpeCRD 6408500 · Houston, TXIA RegisteredDisclosure event(s) on record
-
Chad Lee SchneiderCRD 4191671 · Houston, TXIA RegisteredRegistration inactive
-
Janice Jacqueline WhittenCRD 2882019 · Houston, TXIA RegisteredRegistration inactive
1–18 of 18
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 173293 ↗
FINRA BrokerCheck record for firm CRD 173293 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.