O'keefe Stevens Advisory, Inc.
O'keefe Stevens Advisory, Inc. is an SEC-registered wealth manager with $585.6M assets under management (AUM, regulatory AUM), +38% over one year. See who owns O'keefe Stevens Advisory, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286338, SEC 801-109944, data through 2026-01-12.
- AUM (assets under management / regulatory AUM)
- $585.6M (2026-01-12)
- Firm type
- Wealth Manager
- Employees
- 8
- Clients
- 357
- CRD
- 286338
- Ownership
- O'KEEFE, PETER, SHAW; FLANIGAN, CARLY, ELIZABETH; STEVENS, JUSTIN, DEAN
How much AUM does O'keefe Stevens Advisory, Inc. have?
O'keefe Stevens Advisory, Inc. reported $585.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-12).
Who owns O'keefe Stevens Advisory, Inc.?
Disclosed owners and executives of O'keefe Stevens Advisory, Inc. include O'KEEFE, PETER, SHAW, FLANIGAN, CARLY, ELIZABETH, STEVENS, JUSTIN, DEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.