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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-03-2014
- Office Locations
- 1
Office Locations
About OAK Harvest Investment Services
Oak Harvest Investment Services (Oak Harvest Financial Group) is a Houston-based wealth and retirement planning firm serving individuals and families. The team combines institutional investment management experience with a proprietary Retirement Success Plan that integrates risk-managed portfolio construction with income/withdrawal, tax, healthcare, and estate planning. Clients receive frequent monitoring and 24/7 access to a financial plan with real-time updates.
Reported data analysis
What the numbers show
Between August 8, 2025 and April 22, 2026, reported AUM increased 20.8%, from $940.8M to $1.1B.
Across 5 reported observations, AUM increased 108.7% between November 1, 2022 and April 22, 2026, from $544.8M to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 19 advisory representatives and 981 clients, or 51.6 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on April 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Jessica Cannella
President
- CRD
- #6912937
- Ownership
- Less than 5%
CHRISTOPHER NATHAN KATTNER
Chief Compliance Officer
- CRD
- #4065949
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Tatum Isabella Arther
--
- CRD
- #8029306
DWANE JOSEPH BACAK
Director Of Research
- CRD
- #2594022
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,136,761,287 | $388,371 |
| Non-Discretionary | $0 | -- |
| Total | $1,136,761,287 | $388,371 |
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Separately Managed Accounts
SMA allocation detail is available
OAK Harvest Investment Services has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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OAK Harvest Investment Services's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.