A complete list of active advisors currently associated with Oak Harvest Investment Services

Warmer can help you find a great advisor at Oak Harvest Investment Services or one who fits your needs even better.

Oak Harvest provides portfolio management, financial planning and consulting to individuals, families and high‑net‑worth clients, and also offers retirement plan sponsor services. In addition to managing individual accounts on a discretionary or non‑discretionary basis, the firm serves as adviser to an open‑end mutual fund and reports over $1.13 billion in regulatory assets under management. The firm integrates financial planning into its portfolio management process through client meetings, questionnaires and annual reviews, then implements strategies across mutual funds, ETFs, interval funds, equities and fixed income. Oak Harvest notes it may use both long‑term and short‑term trading, periodically employ algorithmic trading via its custodian for execution, and may include interval or fund‑based solutions (including its Oak Harvest Long/Short Hedged Equity Fund) when suitable for a client’s objectives and liquidity needs. Compared with many multi‑team advisers, Oak Harvest advises its own registered fund and excludes advisory fees on assets held in that fund to avoid double charging, a practice it discloses alongside the fund’s higher fee profile. The firm also operates an affiliated insurance agency (Oak Harvest Insurance Services, LLC), discloses commission‑based insurance sales and its IMO relationship with Advisors Excel, and reports a prior confidential settlement related to the sale of annuities — arrangements and events that the firm identifies as potential conflicts and describes in its brochure.

To learn more about the advisors currently working at Oak Harvest Investment Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.