Stonekeep Investments, LLC
Stonekeep Investments, LLC is an SEC-registered wealth manager with $169.6M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Stonekeep Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306144, SEC 801-128850, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $169.6M (2026-03-20)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 114
- CRD
- 306144
- Ownership
- Reid, Michael, Chase; GEPPERT, SCOTT
How much AUM does Stonekeep Investments, LLC have?
Stonekeep Investments, LLC reported $169.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Stonekeep Investments, LLC?
Disclosed owners and executives of Stonekeep Investments, LLC include Reid, Michael, Chase, GEPPERT, SCOTT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.