A complete list of active advisors currently associated with Stonekeep Investments, LLC
Warmer can help you find a great advisor at Stonekeep Investments, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Stonekeep Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Stonekeep Investments, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Irving, TX
| 6
| |
Sante Fe, NM
| 8
|
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