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JIM MCKEEVER

MCKEEVER, JAMES, LOUIS

CRD 113127

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$87.9M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Hourly charges; Fixed fees; Commissions

Org form

Sole Proprietorship

Filing date

2026-03-30

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals49$15.8M
High net worth individuals49$71.6M
Charitable organizations1$474K

Official SEC filing: View on IAPD