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O'KEEFE STEVENS ADVISORY, INC.

· CRD 286338 · IAPD ↗ · okeefestevens.com · 585-340-6538

$585.6MRegulatory AUM
4Advisory reps
9Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
February 2026 — O'KEEFE STEVENS ADVISORY, INC. crossed $500M in regulatory AUM ($424.9M -> $585.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
February 2025 — O'KEEFE STEVENS ADVISORY, INC. reported RAUM up 31% ($323.1M -> $424.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
August 2024 — O'KEEFE STEVENS ADVISORY, INC. notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2024 — O'KEEFE STEVENS ADVISORY, INC. reported RAUM up 50% ($215.8M -> $323.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.