# Jonathan Keith

> Jonathan Keith is a fee-only financial advisor at Laguna Capital Management in Jenks, Oklahoma, who holds the CFP credential. Laguna Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-keith/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Laguna Capital Management
- **Based in:** Jenks, Oklahoma
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $97.5M across 321 accounts
- **Credentials:** CFP
- **Works with:** Retirees
- **CRD:** 5962746 (https://adviserinfo.sec.gov/individual/summary/5962746)
- **SEC registration:** Investment adviser representative in CA, OK
- **Exams passed:** Series 66 (2012)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://lagunacm.com/

## Frequently asked questions

### Is Jonathan Keith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Laguna Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Laguna Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathan Keith based?

Jonathan Keith is based in Jenks, Oklahoma.

### What credentials does Jonathan Keith hold?

Jonathan Keith holds the CFP credential.

### Is Jonathan Keith registered with the SEC?

Yes. Jonathan Keith is registered as an investment adviser representative in CA and OK (CRD 5962746), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Laguna Capital Management manage?

Laguna Capital Management reports $97.5M across 321 accounts in assets under management.

### How do I contact Jonathan Keith?

Through Jonathan's website, lagunacm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5962746): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://lagunacm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.