Jonathan Keith
Laguna Capital Management · Jenks, Oklahoma
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.
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Who they serve
- Retirees
Facts
| Firm | Laguna Capital Management |
|---|---|
| Based in | Jenks, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $97.5M across 321 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, OK · CRD 5962746 |
| Exams passed | Series 66 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | lagunacm.com |
How Jonathan's firm compares
- Laguna Capital Management's average account is about $304,000, from its Form ADV (assets managed divided by 321 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Laguna Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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