A complete list of active advisors currently associated with O'Keefe Stevens Advisory, Inc.

Warmer can help you find a great advisor at O'Keefe Stevens Advisory, Inc. or one who fits your needs even better.

O’Keefe Stevens Advisory provides personalized financial planning, asset management and related consulting to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, charitable organizations and small businesses. As of December 31, 2025 the firm managed approximately $585.6 million across 357 households and delivers discretionary portfolio management alongside planning and consulting engagements. The firm follows a value‑oriented, long‑term investment approach that seeks securities trading below intrinsic value and emphasizes preservation of capital, using strategic asset allocation and a proprietary checklist to evaluate individual holdings. Portfolios are typically a mix of equities, fixed income and cash with adjustments for market and economic conditions; research is primarily quantitative and fundamental, with limited use of technical analysis, and the firm may access IPOs and private placements subject to CCO approval. What is noteworthy relative to peers is that the firm’s public marketing incorporates client testimonials and references to third‑party ratings, practices that are uncommon among similar team firms, while its brochure also discloses that it does not accept soft‑dollar benefits. The firm operates on a fee‑only basis with no account minimum, uses major custodians and reporting platforms, and maintains written policies (including quarterly personal‑trading reviews by the CCO and prohibitions on front‑running) intended to support its stated fiduciary duties.

To learn more about the advisors currently working at O'Keefe Stevens Advisory, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.