$784.8M Total AUM
$784.8M Disc. AUM
8.6% 3Y CAGR
12 Employees
322 ADV. Clients
36 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital pioneerTimber atlas +more
- Established Date
- 01-12-1990
- Office Locations
- 1
Office Locations
510 Bering, Suite 100 Houston TX
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. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
49 AVG AGE
$157.0M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
13.7 yrs AVG TENURE
12 Employees
5 Advisory Reps
5 RIA Reps
36yrs Firm Age
Insights
Unlock to see real insight on signal element glacier.
See the complete signal summary connected to frontier.
Unlock to compare peer behavior around insight beacon.
See the complete signal summary connected to eagle.
Premium access reveals conviction themes in eagle pioneer alpha.
Upgrade to reveal position-level detail across atlas peak.
Premium access reveals conviction themes in momentum radial prime.
See the complete signal summary connected to insight oak.
Asset Classes
Meridian Atlas ember Legacy beacon Unison north Vital Value Signal meridian Unison
Client Personas
Ridge
Custodian
Fusion matrix Pioneer Element Ember Eagle
Investment Themes
Foundation Atlas atlas
Investment Vehicles
Fusion Bridge
Services
Crest delta Radial signal Crest frontier Catalyst Element Horizon Vital
Technology
Frontier focus Focus legacy Beacon
Owner & Executives
JAMES BARRETT ROUSE MR.
Investment Advisor, President
- CRD
- #2079302
- Ownership
- 75% or more
(489) 668-5324
pathway.crest@frontiercapital.com
in linkedin.com/in/wave-horizon
DANIEL CHARLES ESTES
Chief Compliance Officer, Financial Advisor
- CRD
- #2566459
- Ownership
- Less than 5%
(449) 833-7562
harbor.foundation@optimacapital.com
in linkedin.com/in/glacier-insight
Showing 2 of 2 owners & executives
Unlock allContacts
L
Lauren Danielle Isola Rogge Hall
--
- CRD
- #8033103
(512) 258-3970
radial.crest@pioneercapital.com
in linkedin.com/in/pioneer-matrix
N
Nathan Austin Norman
Investment Advisor
- CRD
- #6718022
(347) 319-9122
legacy.peak@summitcapital.com
in linkedin.com/in/pioneer-pioneer
A
Atlas optima
Zenith pioneer
- CRD
- #46588
(634) 740-6516
element.meridian@frontiercapital.com
in linkedin.com/in/harbor-atlas
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $784,773,250 | $2,437,184 |
| Non-Discretionary | $0 | -- |
| Total | $784,773,250 | $2,437,184 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $411,915,297
Equity - Exchange:
24.8% Cash:
16.6% Other:
46.4% Municipal Bonds:
12.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,056,282,656 | 24.8% |
| Cash | $1,376,382,746 | 16.6% |
| Other | $3,847,238,518 | 46.4% |
| Municipal Bonds | $1,011,558,403 | 12.2% |
| Total | $8,291,462,323 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX WAVE | VITAL WAVE | PTHRV5YBJ | PGFNN | 9.67% | $35,670,573 |
| OPTIMA QUANTUM FOUNDATION | ALPHA PIONEER | IYGKCE9AR | XNOD | 4.85% | $11,141,304 |
| LEGACY FUSION | WAVE RIDGE | HZH4N6GZT | CINAJ | 10.01% | $65,075,837 |
| ZENITH MATRIX | FOUNDATION VECTOR | YMQQDZS3P | ZLT | 9.67% | $20,453,076 |
| MOMENTUM RIDGE FOCUS | FUSION LEGACY | C73RNHXJS | YMDL | 10.77% | $20,706,668 |
| PEAK VITAL | GLACIER VITAL | X1GT32QU1 | MBN | 7.38% | $2,221,878 |
| CREST PIONEER | ALPHA CREST | ZFFULCTU7 | MTQK | 10.19% | $38,872,740 |
| FOUNDATION ATLAS RIDGE | INSIGHT EAGLE | 09JHIOQXI | ROP | 1.50% | $107,406,544 |