RIA Intel›Advisers›Illinois›OKEEFE & ASSOCIATES, P.C.

OKEEFE & ASSOCIATES, P.C.

Advisory

IL

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in IL

#1,137

of 1,719 advisers by AUM

Average account

$808K

across 80 accounts

AUM per adviser

$65M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$65M

Discretionary AUM$0

Non-Discretionary AUM$65M

Discretionary %0%

Total Clients42

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

42 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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