Stonekeep Investments, LLC's Form ADV discloses 1.25% on the first $1 million and 0.50% on assets above $1 million. See complete fee breakdown ↓
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 March 20, 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 March 20, 2026.
According to their SEC Form ADV, Stonekeep Investments, LLC serves high-net-worth individuals. View client details ↓