Skip to main content

O'KEEFE STEVENS ADVISORY, INC.

SEC Form ADV profile.

Total regulatory AUM
$585,621,482
Discretionary
$585,621,482
Non-discretionary
$0

Firm details

CRD number
286338
SEC file number
801-109944
Employees
9
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.