Overview
Assets Under Management: $170 million
High-Net-Worth Clients: 23
Average Client Assets: $5 million
Frequently Asked Questions
STONEKEEP INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306144), STONEKEEP INVESTMENTS, LLC is subject to fiduciary duty under federal law.
STONEKEEP INVESTMENTS, LLC serves 23 high-net-worth clients according to their SEC filing dated January 29, 2026. View client details ↓
According to their SEC Form ADV, STONEKEEP INVESTMENTS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
STONEKEEP INVESTMENTS, LLC manages $170 million in client assets according to their SEC filing dated January 29, 2026.
According to their SEC Form ADV, STONEKEEP INVESTMENTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.75
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 443
Discretionary Accounts: 443
Regulatory Filings
CRD Number: 306144
Filing ID: 2044836
Last Filing Date: 2026-01-29 16:48:01