# OAK HARVEST INVESTMENT SERVICES, LLC

OAK HARVEST INVESTMENT SERVICES, LLC of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 173293
- Type: SEC-registered investment adviser
- SEC file number: 801-116667
- Location: 920 MEMORIAL CITY WAY, SUITE 150, HOUSTON, TX, 77024
- Phone: 281-822-1350
- Latest filing: 2026-04-22
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 44
- Accounts: 2,927

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Troy Robert Sharpe | CHIEF EXECUTIVE OFFICER; OWNER | — |
| Jessica Cannella Sharpe | OWNER; PRESIDENT | — |
| Christopher Perras | CHIEF INVESTMENT OFFICER | — |
| Christopher Nathan Kattner | CHIEF COMPLIANCE OFFICER | — |
| PERRAS CHRISTOPHER | CHIEF INVESTMENT OFFICER | — |
| Sharpe Jessica Cannella | OWNER; PRESIDENT | — |
| SHARPE TROY ROBERT | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER; OWNER (+1 more) | — |
| KATTNER CHRISTOPHER NATHAN | CHIEF COMPLIANCE OFFICER | — |
| KENNEY JARED D | VICE PRESIDENT | — |
| Charles David Scavone | CHIEF INVESTMENT OFFICER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2023-03-13 | civil | INSURNACE-ONLY CLIENT ALLEGES FRAUD REGARDING THE SALE OF A $500,000 ANNUITY ISSUED BY WESTERN BANKERS LIFE INSURANCE AND $2,000.000 IN AN ANNUITY ISSUED BY COLORADO BANKERS LIFE INSURANCE. | Pending | — |
| 2023-03-13 | civil | INSURNACE-ONLY CLIENT ALLEGES FRAUD REGARDING THE SALE OF A $500,000 ANNUITY ISSUED BY WESTERN BANKERS LIFE INSURANCE AND $2,000.000 IN AN ANNUITY ISSUED BY COLORADO BANKERS LIFE INSURANCE. | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173293/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173293/similar
- Related entities: https://search.stillhousedata.com/firm/173293/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173293

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.