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Kevin James O'rourke (San Diego)


Kevin James O'rourke is a related adviser based in San Diego. It manages $21 million of regulatory assets for 80 client accounts. It has been registered with the SEC as an adviser since 2003.

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Kevin James O'rourke provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kevin James O'rourke: assets under management

The assets under management (AUM) of Kevin James O'rourke is $21 million. The firm's AUM has grown by 68% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19 million in discretionary accounts and $2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $253.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $400 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kevin James O'rourke for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Kevin James O'rourke performs its advisory services is located at 12230 El Camino Real, Suite 200, San Diego, CA 92130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-436-2400 or by fax 858-436-2402. The normal business hours are 6:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.westpaccapital.net.


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