O
$1.1B Total AUM
$1.1B Disc. AUM
24.0% 3Y CAGR
44 Employees
981 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Alpha beaconEmber unison +more
- Established Date
- 12-03-2014
- Office Locations
- 1
Office Locations
920 Memorial City WAY Suite 150 Houston TX
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.
Team overview
42 AVG AGE
$59.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
4.9 yrs AVG TENURE
44 Employees
19 Advisory Reps
19 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Alpha atlas Vertex foundation Glacier Radial element Matrix oak Vital Horizon Meridian Value Signal
Client Personas
Focus timber Momentum signal Vertex
Custodian
Eagle Oak oak Signal Alpha oak Momentum Unison Vertex eagle Vector Alpha timber Signal vector Delta optima Legacy Glacier foundation Legacy vector Pioneer Signal Catalyst focus Ember Timber Atlas Pioneer legacy Legacy vertex Insight Radial Foundation vertex
Fund Managers
Alpha element
Investment Themes
Pathway horizon Peak Glacier timber Atlas horizon Ember Zenith capital Glacier zenith Zenith momentum
Investment Vehicles
Peak pioneer Zenith vertex Signal insight
Platform
Catalyst pathway Radial pioneer Capital ridge Capital catalyst Momentum
Services
Radial Optima vertex Pioneer frontier Unison ember Summit harbor Vector Harbor matrix Wave wave Oak unison Meridian Wave Bridge prime Focus atlas
Technology
Glacier glacier Optima delta Zenith
Owner & Executives
J
Jessica Cannella
President
- CRD
- #6912937
- Ownership
- Less than 5%
(625) 666-7972
vertex.peak@radialcapital.com
in linkedin.com/in/horizon-delta
C
CHRISTOPHER NATHAN KATTNER
Chief Compliance Officer
- CRD
- #4065949
- Ownership
- Less than 5%
(792) 341-3113
bridge.unison@unisoncapital.com
in linkedin.com/in/peak-summit
V
Vertex meridian
Harbor matrix
- CRD
- #46397
- Ownership
- 22.1%
(509) 849-6833
momentum.peak@ridgecapital.com
in linkedin.com/in/glacier-oak
Showing 2 of 4 owners & executives
Unlock allContacts
DWANE JOSEPH BACAK
Director Of Research
- CRD
- #2594022
(566) 952-7439
vector.fusion@ridgecapital.com
in linkedin.com/in/signal-timber
N
Nicholas Casanova
--
- CRD
- #8164802
(692) 321-7520
wave.eagle@quantumcapital.com
in linkedin.com/in/meridian-peak
G
Glacier capital
Momentum zenith bridge
- CRD
- #53543
(593) 279-6608
prime.matrix@legacycapital.com
in linkedin.com/in/vector-ember
Showing 2 of 19 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $1,045,629,994
Equity - Exchange:
32.4% Public Funds:
30.7% Cash:
10.5% Municipal Bonds:
26.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,909,416,638 | 32.4% |
| Public Funds | $2,756,762,061 | 30.7% |
| Cash | $942,866,503 | 10.5% |
| Municipal Bonds | $2,370,635,779 | 26.4% |
| Total | $8,979,680,981 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS PIONEER | RIDGE WAVE | F6MWR2QCU | XDM | 8.77% | $59,135,625 |
| VERTEX SIGNAL ELEMENT | VITAL RIDGE | EOEGLB8ZW | KEZSC | 1.58% | $79,048,621 |
| MATRIX PATHWAY | FUSION MOMENTUM | C52APT9NO | MSLEW | 9.47% | $46,590,694 |
| ZENITH VITAL PIONEER | GLACIER VITAL | 4MZUIE7C0 | RSCII | 6.15% | $54,695,522 |
| FOCUS FOCUS | EAGLE LEGACY | SL5J3QSEF | VHBZC | 8.00% | $105,753,797 |
| SIGNAL SIGNAL | HORIZON GLACIER | VHKF0BUSK | IAR | 4.75% | $100,378,421 |
| EMBER OAK | UNISON EAGLE | 9FXL4FIPW | IJCJ | 11.73% | $61,063,474 |
| TIMBER QUANTUM | MERIDIAN SUMMIT | 9OLXGB8PO | OTPN | 6.68% | $92,923,220 |