OKEEFE & ASSOCIATES, P.C.

Overview

Okeefe & Associates, P.C. operates as a small, advisory-focused accounting firm that provides portfolio management for individuals and small businesses alongside traditional accounting services. The firm functions on a non-discretionary basis, meaning clients retain final trading authority while Okeefe & Associates advises on allocations and investment selection. Their client base is individual and family accounts, and their fee model combines a percentage of assets under management with hourly charges, reflecting a hybrid adviser/accountant relationship that blends ongoing investment oversight with project-based financial planning and tax work. Investment activity is concentrated in public pooled vehicles—primarily mutual funds and similar public funds—which the firm uses as the core building blocks for client portfolios. The adviser is not positioned as an ESG-focused allocator, and it does not act as a pension consultant or multi-state registered adviser. Given its business profile as an accounting firm offering portfolio management, the firm typically provides investment recommendations alongside tax and cash-flow considerations rather than operating as an active capital allocator or sponsor of proprietary funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices