Pin Oak Investment Advisors Inc.
Pin Oak Investment Advisors Inc is a Houston, Texas-based registered investment adviser founded over 30 years ago by Barrett Rouse. The firm is independently owned by its investment professionals and specializes in providing tailored wealth management solutions for high-net-worth and multi-generational families. Pin Oak offers comprehensive services with a focus on both wealth creation and preservation, and has fewer than 25 employees, including a team of experienced advisors from diverse professional backgrounds.
Investment Strategy
Pin Oak Investment Advisors emphasizes a fundamental philosophy of first preserving, then enhancing clients' purchasing power. The firm curates personalized investment portfolios, often utilizing nontraditional wealth solutions tailored for each family's goals. With a team experienced in both traditional and alternative asset classes, Pin Oak demonstrates a strong focus on risk management, strategic allocation, and long-term, multi-generational planning to ensure resilience and sustained growth of client capital.
Top Holdings
Equity Positions (436)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
K KRP | Kimbell Royalty Partners LP | 7.26% | $8.6M | 612,915 | $14.38 | $13.96 | -$44.0K |
A AAPL | Apple Inc | 5.41% | $6.4M | 28,806 | $116.30 | $205.17 | -$3.9M |
T TXO | TXO Partners LP | 4.46% | $5.3M | 274,978 | $18.60 | $15.04 | +$2.0K |
E EPD | Enterprise Prods Part LP | 4.30% | $5.1M | 148,698 | $23.57 | $31.01 | +$8.0K |
X XOM | Exxon Mobil Corp | 4.01% | $4.7M | 39,818 | $95.55 | $107.80 | +$18.0K |