JIM MCKEEVER

JIM MCKEEVER is an SEC-registered investment adviser (CRD 113127). Regulatory assets under management: $87.9M.

Registration

• CRD: 113127
• Type: Registered investment adviser
• Phone: 714-274-9751
• Latest filing: 2026-03-30
• Regulatory AUM: $87.9M
• Non-discretionary AUM: $87.9M
• Clients: 1
• Accounts: 215

Business model

Compensation: Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113127 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search