Stonekeep Investments, LLC

RIASEC Registered

Total AUM

$170M

Discretionary

$170M

100% of AUM

Avg account

$383K

Accounts

443

Employees

2

Advisory reps

2

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, individual-owned RIA registered with the SEC in 2023. The firm advises both individuals/families and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fees are primarily percentage-of-AUM with the option for hourly charges. Stonekeep does not identify as an active ESG investor and does not operate as a capital allocator; it relies on third-party managers for alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds76%
Exchange Traded Equities20%
Cash & Cash Equivalents4%

Owners & executives

1 of 1

Scott Geppert
Chief Investment OfficerCRD 5548961

Contacts

1 of 1

Michael Reid
FounderCRD 6919056

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 32

Active vs passive

$131M in ETFs

Passive

100%

$131M

Active

0%

$263K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US BROAD MARKET ETF (SCHB)	Schwab	Passive	Large Blend	$28.1M	957,438	21.34%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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