Stonekeep Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$132,300,000
Clients
110
Advisors
2
across 2 offices
About
Stonekeep Investments provides discretionary asset management and financial planning services to individuals, high‑net‑worth clients, charitable organizations, and business entities. The firm manages approximately $169.6 million for about 110 clients and delivers ongoing portfolio management as well as tailored financial planning across topics such as retirement, tax, estate, and succession planning.
The firm’s investment process combines multiple methods of analysis — including fundamental, technical, charting, and cyclical analysis — and implements strategies ranging from long‑ and short‑term purchases to active trading and options activity. Stonekeep uses technology and artificial intelligence to support research and operations, while maintaining human review of investment decisions and client communications; it generally manages accounts on a discretionary, percentage‑of‑AUM basis and provides custodial account statements at least quarterly.
Stonekeep is notable among peers for disclosing and advertising performance results to clients and prospective clients and for explicitly employing derivatives in separately managed accounts, including option‑writing strategies (covered, uncovered, and spreads). The firm’s combination of a small advisory team managing a mid‑size asset base, use of derivatives in client portfolios, and documented reliance on AI tools distinguishes its practice from many supported firms.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% annually $1,000,000+: 0.50% annually
$200 per hour
Main office
See officeSante Fe NM
Advisors at this office
1
Most active in
California · Nebraska · New Mexico · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael R
CFA®
Sante Fe, NM
Stonekeep Investments, LLC
Michael Reid is a CFA® charterholder and financial advisor with eight years of industry experience. He has been with Stonekeep Investments, LLC since 2019 and has prior experience at Westwood Holdings Group and Westwood Wealth Management. Outside of his advisory role, he is co-owner of La Caballeria, LLC, a passive oil and gas investment, and serves as a special projects manager evaluating oil and gas development at Bretagne, LLC. Stonekeep Investments provides discretionary asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a multi-method investment approach that includes fundamental, technical, charting, and cyclical analysis, and incorporates technology and artificial intelligence alongside human review in managing client portfolios.
Scott G
CFA®
Irving, TX
Stonekeep Investments, LLC
Scott Geppert is a CFA® charterholder with six years of experience in the financial industry. He is currently with Stonekeep Investments, LLC, where he has worked since 2020. Prior to that, he was employed at Toyota Financial Services and Lcm Group. Stonekeep Investments provides discretionary asset management and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a multi-method investment approach including fundamental, technical, and cyclical analysis, and uses technology and artificial intelligence alongside human oversight to manage approximately $169.6 million for about 110 clients.
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