STONEKEEP INVESTMENTS, LLC

STONEKEEP INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 306144). Regulatory assets under management: $169.6M.

Registration

• CRD: 306144
• SEC file number: 801-128850
• Type: Registered investment adviser
• Phone: 615-975-3635
• Latest filing: 2026-03-20
• Regulatory AUM: $169.6M
• Discretionary AUM: $169.6M
• Clients: 2
• Accounts: 443

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306144 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search