# JIM McKeever

> JIM McKeever is a state-registered investment advisory firm, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 113127
- Filed as: JIM MCKEEVER
- Legal name: McKeever, James, Louis
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113127
- AdvisorCensus page: https://advisorcensus.com/firm/jim-mckeever-113127

## Quick answers

**How is JIM McKeever compensated?**
On its Form ADV (Item 5.E, October 2026), JIM McKeever reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is JIM McKeever registered with the SEC or a state?**
JIM McKeever is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 113127.

**How much does JIM McKeever manage?**
JIM McKeever reports $87,874,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (0% discretionary).

**What types of clients does JIM McKeever serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (49); charitable organizations (1).

**Does JIM McKeever report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113127

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $87,874,000
- Discretionary: $0
- Non-discretionary: $87,874,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $15,800,000 |
| High net worth individuals | 49 | $71,600,000 |
| Charitable organizations | 1 | $474,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2005 (21 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JIM McKeever (CRD 113127): Form ADV filing data as of October 2026.