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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-08-2017
- Office Locations
- 2
Office Locations
About O'keefe Stevens Advisory, Inc.
O’Keefe Stevens Advisory is a Rochester, NY fiduciary RIA providing financial planning and discretionary portfolio management for individuals and families, with a structured discovery-to-review process and ongoing coaching. The team builds individualized portfolios backed by in-house research and a disciplined value-investing approach, with regular client communications including quarterly writings and investor calls. Custody includes Schwab and Fidelity; portfolios lean heavily on ETFs.
Reported data analysis
What the numbers show
Between August 13, 2025 and July 31, 2026, reported AUM increased 37.8%, from $424.9M to $585.6M.
Across 5 reported observations, AUM increased 123.6% between July 5, 2022 and July 31, 2026, from $261.9M to $585.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 357 clients, or 89.3 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 2 reported office locations and 9 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
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The full O'keefe Stevens Advisory, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PETER SHAW O'KEEFE
Chief Investment Officer, TREASURER
- CRD
- #1021195
- Ownership
- 50% but less than 75%
JUSTIN DEAN STEVENS
Investment Advisor, President, Secretary
- CRD
- #5544125
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Kellan C Peer
Financial Advisor
- CRD
- #7981212
Grace Stolberg
Financial Advisor
- CRD
- #7748985
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $585,621,482 | $621,020 |
| Non-Discretionary | $0 | -- |
| Total | $585,621,482 | $621,020 |
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Separately Managed Accounts
SMA allocation detail is available
O'keefe Stevens Advisory, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
O'keefe Stevens Advisory, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.