Scott Geppert has been Owner of Stonekeep Investments since August 2020, is a control person of the firm and directly owns between 50% and 75% of it. Scott Geppert holds a B.S. in Economics from Southern Methodist University and a B.B.A. in Finance from Southern Methodist University.
Stonekeep Investments, LLC is a firm with $170M under management, 114 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Scott Geppert is Chief Investment Officer of Stonekeep Investments. He has investment experience as a public equity analyst at Westwood Holdings Group and as a private investment analyst at Prudential Capital Group, both in Dallas, Texas.
- Stonekeep Investments, LLCCurrent– present · 6 yearsIrving, TX · Adviser representative · Firm CRD 306144
Professional designations
Listed by Stonekeep Investments
- CFA
Investment adviser representative registrations
Scott Geppert is registered as an investment adviser representative in Texas, since January 2020.
- TexasSince 29 January 2020
Examinations
No examinations are on Scott Geppert’s record.
- CRD
- 5548961
- Firm
- Stonekeep Investments · CRD 306144
- Role
- Owner
- Office
- Irving, TX
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- stonekeepinvestments.com
Where does Scott Geppert work?
Scott Geppert has been Owner of Stonekeep Investments, LLC since August 2020, and is a control person of the firm.
Is Scott Geppert a financial advisor?
Yes. Scott Geppert has a current investment-adviser registration in Texas, through Stonekeep Investments since January 2020.
How many years of experience does Scott Geppert have?
Scott Geppert has 6 years in the financial industry, since January 2020, across 1 adviser firm.
Where is Scott Geppert based?
Scott Geppert’s registered office is in Irving, TX.
Is Scott Geppert registered with FINRA?
No. Scott Geppert has no current broker registration.
Is Scott Geppert a CFA charterholder?
Stonekeep Investments lists Scott Geppert with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Scott Geppert, CFA biography, stonekeepinvestments.com
How can I verify Scott Geppert’s record?
Search CRD 5548961 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Geppert’s full registration record.