{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/173293#adviser","name":"OAK HARVEST INVESTMENT SERVICES, LLC","alternateName":"OAK HARVEST INVESTMENT SERVICES","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"173293"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-116667"}],"address":{"@type":"PostalAddress","addressLocality":"HOUSTON","addressRegion":"TX","postalCode":"77024","addressCountry":"United States"},"url":"https://www.podbean.com/pw/pbblog-ryvbf-3c0ffc","description":"OAK HARVEST INVESTMENT SERVICES, LLC is a Registered Investment Adviser based in HOUSTON, TX. Reports $1,136,761,287 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":1136761287},{"@type":"PropertyValue","propertyID":"Number of accounts","value":2927},{"@type":"PropertyValue","propertyID":"Employees","value":44},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/173293","https://reports.adviserinfo.sec.gov/reports/ADV/173293/PDF/173293.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-27T20:16:38.232Z"}}