# Keefer Pension Consulting, Inc.

> Keefer Pension Consulting, Inc. is a state-registered investment advisory firm in El Segundo, CA, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 150657
- Filed as: KEEFER PENSION CONSULTING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: El Segundo, CA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150657
- AdvisorCensus page: https://advisorcensus.com/firm/keefer-pension-consulting-inc-el-segundo-ca-150657

## Quick answers

**How is Keefer Pension Consulting, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Keefer Pension Consulting, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Keefer Pension Consulting, Inc. located?**
Keefer Pension Consulting, Inc.'s principal office is in El Segundo, CA, according to its Form ADV.

**Is Keefer Pension Consulting, Inc. registered with the SEC or a state?**
Keefer Pension Consulting, Inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 150657.

**How much does Keefer Pension Consulting, Inc. manage?**
Keefer Pension Consulting, Inc. reports $197,029,370 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (0% discretionary).

**What types of clients does Keefer Pension Consulting, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); pension and profit sharing plans (but not the plan participants or government pension plans) (20); high net worth individuals (11).

**Does Keefer Pension Consulting, Inc. 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/150657

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $197,029,370
- Discretionary: $0
- Non-discretionary: $197,029,370

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $22,830,213 |
| High net worth individuals | 11 | $17,581,249 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 20 | $156,617,908 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- 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. Keefer Pension Consulting, Inc. (CRD 150657): Form ADV filing data as of October 2026.