# O'KEEFE STEVENS ADVISORY, INC.

O'KEEFE STEVENS ADVISORY, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 286338
- Type: SEC-registered investment adviser
- SEC file number: 801-109944
- Phone: 585-340-6538
- Latest filing: 2026-07-31
- Regulatory AUM: $585.6M
- Discretionary AUM: $585.6M
- Clients: 9
- Accounts: 943

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [Peter Shaw O'Keefe](https://search.stillhousedata.com/person/662111) | TREASURER | — |
| [Justin Dean Stevens](https://search.stillhousedata.com/person/662112) | PRESIDENT/SECRETARY | — |
| [Carly Elizabeth Flanigan](https://search.stillhousedata.com/person/662113) | CHIEF COMPLIANCE OFFICER | — |
| [O'KEEFE PETER SHAW](https://search.stillhousedata.com/person/826477) | TREASURER; TREASURER/CHIEF COMPLIANCE OFFICER | — |
| [STEVENS JUSTIN DEAN](https://search.stillhousedata.com/person/826478) | PRESIDENT/SECRETARY | — |
| [FLANIGAN CARLY ELIZABETH](https://search.stillhousedata.com/person/847307) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286338/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286338/similar
- Related entities: https://search.stillhousedata.com/firm/286338/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286338

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.