Stonekeep Investments, LLC

RIASEC RegisteredEst. 2023

Total AUM

$170M

Discretionary

$170M

100% of AUM

Avg account

$383K

Accounts

443

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 306144
Registered since: September 29, 2023
Website: www.stonekeepinvestments.com
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST, MY529
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI64.75%
Corporations / Businesses21.11%
Individuals13.27%
Charitable Organizations0.87%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Stonekeep Investments, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2023. The firm serves both individual/family and institutional clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model blends percentage-of-AUM billing with hourly charges. Stonekeep is not positioned as a multi-state adviser, pension consultant, or capital allocator, and it does not report active ESG investing in its profile.