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 registered investment adviser formed as an LLC and registered with the SEC in 2023. The firm is owned by an individual and provides financial planning and discretionary portfolio management primarily for individuals, families and small businesses, while also working with institutional clients. Its fee arrangements combine an assets-under-management percentage with hourly charges. Stonekeep reports it is not an active ESG investor and does not serve as a capital allocator; its advisory activity centers on client-facing planning and portfolio management rather than sponsoring third‑party private funds.