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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-12-1990
- Office Locations
- 1
Office Locations
About PIN OAK Investment Advisors INC
PIN OAK Investment Advisors INC is a Houston-based RIA. The firm has been operating for 36 years. Managing $784.8M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between April 2, 2025 and April 1, 2026, reported AUM increased 16.8%, from $671.9M to $784.8M.
Across 5 reported observations, AUM increased 27.3% between September 9, 2022 and April 1, 2026, from $616.6M to $784.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 322 clients, or 64.4 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 36 years in operation. The source data was last updated on April 1, 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
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full PIN OAK Investment Advisors INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES BARRETT ROUSE MR.
Investment Advisor, President
- CRD
- #2079302
- Ownership
- 75% or more
DANIEL CHARLES ESTES
Chief Compliance Officer, Financial Advisor
- CRD
- #2566459
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Lauren Danielle Isola Rogge Hall
Financial Advisor
- CRD
- #8033103
Nathan Austin Norman
Investment Advisor
- CRD
- #6718022
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $784,773,250 | $2,437,184 |
| Non-Discretionary | $0 | -- |
| Total | $784,773,250 | $2,437,184 |
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Separately Managed Accounts
SMA allocation detail is available
PIN OAK Investment Advisors INC 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
Review the latest reported holdings
PIN OAK Investment Advisors INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.