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STONEKEEP INVESTMENTS, LLC
CRD 306144 · SEC 801-128850
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$169.6M
Discretionary AUM
$169.6M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $22.5M |
| High net worth individuals | 23 | $109.8M |
| Charitable organizations | 1 | $1.5M |
| Corporations/business entities | 3 | $35.8M |
States served
CA, NE, NM, TN, TX
All web addresses on file
Official SEC filing: View on IAPD