RIA Intel›Advisers›California›MCKEEVER, JAMES, LOUIS

MCKEEVER, JAMES, LOUIS

Advisory

CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA
#2,919
of 5,480 advisers by AUM
Average account
$409K
across 215 accounts
AUM per adviser
$88M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$88M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$88M
Discretionary AUM$0
Non-Discretionary AUM$88M
Discretionary %0%
Total Clients99
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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