J. Pappas
Pin Oak Investment Advisors · Houston, Texas
J. Pappas is a fee-only financial advisor at Pin Oak Investment Advisors in Houston, Texas. J. focuses on family wealth transfer. Pin Oak Investment Advisors reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Pin Oak Investment Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $784.8M across 322 accounts |
| SEC registration | Investment adviser representative in LA, TX · CRD 4059735 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.pinoak.com |
| Profile |
How J.'s firm compares
- Pin Oak Investment Advisors's average account is about $2.4 million, from its Form ADV (assets managed divided by 322 accounts).
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Questions about J.
Is J. Pappas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: J. holds no broker registration, and Pin Oak Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does J. charge for financial advice?
J.'s firm, Pin Oak Investment Advisors, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is J. Pappas based?
J. Pappas is based in Houston, Texas.
What does J. specialize in?
J.'s specialties include family wealth transfer. J. works with multi-generational families.
Is J. Pappas registered with the SEC?
Yes. J. Pappas is registered as an investment adviser representative in LA and TX (CRD 4059735), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pin Oak Investment Advisors manage?
Pin Oak Investment Advisors reports $784.8M across 322 accounts in assets under management.
How do I contact J. Pappas?
Through J.'s website, www.pinoak.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pin Oak Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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