Shawn McKeown
Southern Pacific Asset Management · Yuma, Arizona
Shawn McKeown is a fee-only financial advisor at Southern Pacific Asset Management in Yuma, Arizona. Shawn focuses on retirement planning. Southern Pacific Asset Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Southern Pacific Asset Management |
|---|---|
| Based in | Yuma, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $9.1M across 129 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 6637037 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.southernpacificam.com |
| Profile |
How Shawn's firm compares
- Southern Pacific Asset Management's average account is about $71,000, from its Form ADV (assets managed divided by 129 accounts).
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Questions about Shawn
Is Shawn McKeown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shawn holds no broker registration, and Southern Pacific Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shawn charge for financial advice?
Shawn's firm, Southern Pacific Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Shawn McKeown based?
Shawn McKeown is based in Yuma, Arizona.
What does Shawn specialize in?
Shawn's specialties include retirement planning. Shawn works with retirees.
Is Shawn McKeown registered with the SEC?
Yes. Shawn McKeown is registered as an investment adviser representative in AZ (CRD 6637037), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Southern Pacific Asset Management manage?
Southern Pacific Asset Management reports $9.1M across 129 accounts in assets under management.
How do I contact Shawn McKeown?
Through Shawn's website, www.southernpacificam.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
- Southern Pacific Asset 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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