O'Keefe Stevens Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
O’Keefe Stevens Advisory is an SEC‑registered, fee‑only investment adviser that provides personalized financial planning, asset management and related consulting to individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, charitable organizations and small businesses. As of December 31, 2025 the firm reported approximately $585.6 million in assets under management across 357 client households and manages client accounts on a discretionary basis.
The firm emphasizes a value‑oriented, long‑term approach that seeks securities trading below intrinsic value and prioritizes preservation of capital, using a proprietary checklist to evaluate holdings and strategic asset allocation across equities, fixed income and cash. O’Keefe Stevens supplements portfolio management with ongoing financial planning and consulting, delivers quarterly reporting and annual reviews, and executes trades through custodians Charles Schwab and Fidelity.
What is distinctive about the firm is both its mix of scale and marketing practices: it manages a relatively large AUM for a small advisory team while maintaining no account minimum and operating on a fee‑only, non‑commission basis. The firm’s public materials and website also make use of client testimonials and reference third‑party ratings in its advertising, and its advisors hold insurance licenses (without receiving commissions), a combination of service model and marketing that is less common among peer team firms.
Client services
Expertise
Fee options
Fixed one-time or recurring financial planning fees from $500 to $5,000
$0 - $250,000: 1.00% $250,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001+: 0.37%
$250 per hour for consulting services
Fee-only: Financial planning fees: fixed fees ranging from $500 to $5,000; consulting fees: $250 per hour
Main office
See officeRochester NY
Advisors at this office
3
Offices (2)
Most active in
California · District of Columbia · Florida · Georgia · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Justin S
CFP®, Series 66
Rochester, NY
O'Keefe Stevens Advisory, Inc.
Justin Stevens is a CFP® with 15 years of industry experience and currently serves at O'Keefe Stevens Advisory, Inc., where he has worked since 2017. Prior to that, he was with Sage Rutty & Co. Inc. for eight years. Justin holds a Series 66 license. O'Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser managing approximately $585.6 million in assets across 357 client households. The firm serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small businesses, employing a value-oriented, long-term investment approach focused on capital preservation.
Peter O
CFP®, Series 63, Series 65
Rochester, NY
O'Keefe Stevens Advisory, Inc.
Peter O'Keefe is a CFP® certificant with 45 years of industry experience. He currently serves as an advisor at O'Keefe Stevens Advisory, Inc., where he has worked since 2017, following an eight-year tenure at Sage Rutty & Co Inc. O'Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser that serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm employs a value-oriented, long-term investment approach focused on securities trading below intrinsic value and capital preservation, managing approximately $585.6 million in assets across 357 client households as of year-end 2025.
Kellan P
Series 65
Rochester, NY
O'Keefe Stevens Advisory, Inc.
Kellan Peer is a financial advisor at O’Keefe Stevens Advisory, Inc. in Rochester, NY, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Mapstone Veritas Financial Group and Noticestry LLC. Outside of advisory work, he assists his mother’s private practice, Oasis Therapy LLC, providing consulting and business planning support. O’Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, trusts, pensions, charitable organizations, and small businesses. The firm follows a value-oriented, long-term investment approach focused on securities trading below intrinsic value and capital preservation.
Grace S
CFP®, Series 65
Rochester, NY
O'Keefe Stevens Advisory, Inc.
Grace Stolberg is a CFP® and holds a Series 65 license, with two years of industry experience. She is currently with O'Keefe Stevens Advisory, Inc., where she has worked since 2023. Her prior experience includes a role at SFG Wealth Management and various positions outside the financial industry, including teaching at Nazareth College and entrepreneurship at Peppermint Boutique. O'Keefe Stevens Advisory is an SEC-registered, fee-only investment adviser serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on a value-oriented, long-term investment approach and manages approximately $585.6 million in assets across 357 client households.
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