Rochester, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
O'Keefe Stevens Advisory, Inc.
Team
Firm-wide stats for O'Keefe Stevens Advisory, Inc.
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.
Based on O'Keefe Stevens Advisory, Inc.
Expertise
Based on O'Keefe Stevens Advisory, Inc.
Location
Rochester NY
Advisors at this office
4
Advisors at this office
Gregory V
Series 65
Rochester, NY
O'Keefe Stevens Advisory, Inc.
Gregory Vogel is a financial advisor at O'Keefe Stevens Advisory, Inc. in Rochester, NY, holding a Series 65 credential. He has professional experience working at NFP, an Aon company, and at the University of Rochester Goergen Athletic Center. Outside of finance, he was involved with Vermont Foodie Stand for several years. O'Keefe Stevens Advisory is a fee-only investment adviser serving individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a value-oriented, long-term investment approach and manages approximately $585.6 million in assets across more than 350 client households.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)