Stonekeep Investments provides financial planning and portfolio management for individuals and small businesses.
Stonekeep Investments reports 114 clients. They include 87 individual clients, 23 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 100.0% ($170M across 443 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 13% |
| High-net-worth individuals | 20% | 65% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 3% | 21% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 87 | $22.5M | 13.3% | $259K |
| High-net-worth individuals | 23 | $110M | 64.8% | $4.77M |
| Charitable organizations | 1 | $1.48M | 0.9% | $1.48M |
| Corporations and other businesses | 3 | $35.8M | 21.1% | $11.9M |
| Total | 114 | $170M | 100% | $1.49M |
- Clients
- 87
- Regulatory AUM
- $22.5M
- AUM share
- 13.3%
- Avg. per client
- $259K
- Clients
- 23
- Regulatory AUM
- $110M
- AUM share
- 64.8%
- Avg. per client
- $4.77M
- Clients
- 1
- Regulatory AUM
- $1.48M
- AUM share
- 0.9%
- Avg. per client
- $1.48M
- Clients
- 3
- Regulatory AUM
- $35.8M
- AUM share
- 21.1%
- Avg. per client
- $11.9M
Total
- Clients
- 114
- Regulatory AUM
- $170M
- AUM share
- 100%
- Avg. per client
- $1.49M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Stonekeep Investments charges 0.50%–1.25% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.25% |
| $1M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning
- Financial planning is charged an hourly fee of $200 per hour, and an estimated plan fee is provided before the planning process begins.
Michael Reid owns 50% to 75% of Stonekeep Investments. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Stonekeep Investments, LLC
Michael Reid
Control person · since September 2019
- Owns 50% to 75% of Stonekeep Investments, LLC
Scott Geppert
Control person · since August 2020
Stonekeep Investments’ regulatory assets grew from $138M (June 2024) to $170M (March 2026); clients rose from 95 to 114 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $170M | 114 | 2 | 2 |
| Mar 2025March 2025 | $149M | 100 | 2 | 2 |
| Jun 2024June 2024 | $138M | 95 | 2 | 2 |
Besides its headquarters, Stonekeep Investments has 1 office (1 private residence, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Stonekeep Investments, LLC
- Headquarters
- Not reported
- Website
- stonekeepinvestments.com
- Phone
- 615-975-3635
- @stonekeep-investments-llc
- SEC file
- 801-128850
- Structure
- Texas LLC
- Fiscal year end
- December
Stonekeep Investments’ named custodians for separately managed accounts are Charles Schwab ($155M, 91%), Altruist ($13.6M, 8%) and My529 ($1.44M, 1%). Stonekeep Investments does not have custody of client assets.
- AltruistAltruist Financial LLC · Venice, CA · $13.6M8%
- My529My529 · Salt Lake City, UT · $1.44M1%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $155M91%
At year end, Stonekeep Investments’ separately managed accounts were mostly in funds (76%) and stocks (20%).
What the accounts hold
- Stocks20%
- Funds76%
- Cash4%
How many clients does Stonekeep Investments have?
Stonekeep Investments has 114 clients and manages $170 million for them, as of March 2026. They include 87 individual clients, 23 high-net-worth individuals, and 3 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Stonekeep Investments offer?
Stonekeep Investments provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Stonekeep Investments charge?
Stonekeep Investments charges 0.50%–1.25% a year for its Asset Management. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Stonekeep Investments use?
Stonekeep Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $155M, Altruist Financial LLC (Venice, CA), with $13.6M and My529 (Salt Lake City, UT), with $1.44M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Stonekeep Investments have?
Stonekeep Investments has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stonekeep Investments invest in?
At the end of its last fiscal year, Stonekeep Investments’ separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stonekeep Investments?
Stonekeep Investments’ direct owners are Michael Reid (50% to 75%) and Scott Geppert (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Stonekeep Investments get paid?
Stonekeep Investments is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Stonekeep Investments?
Its phone number is 615-975-3635. Its website is stonekeepinvestments.com.