Stonekeep Investments, LLC

Updated today

Find your advisor

Client assets under management

$132,300,000

Clients

110

21% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,202,727

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

Financial planning Portfolio management

Expertise

Business exit / sale strategy Divorce financial planning Cash flow / budgeting Options & derivatives strategies Real estate investing

Occupation focus

Founder/Business Owner

Fee options

Percentage

$0 - $1,000,000: 1.25% annually $1,000,000+: 0.50% annually

Project-based

$200 per hour

Main office location

Stonekeep Investments, LLC

Sante Fe NM, United States

Number of offices

Most active in

California · Nebraska · New Mexico · Tennessee · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 615-975-3635

Advisors at this firm

Michael R

CFA®

Sante Fe, NM

Stonekeep Investments, LLC

Michael Reid is a CFA® charterholder with seven years of experience in the financial industry. He is currently co-owner of La Caballeria, LLC, a passive oil and gas investment, and serves as Special Projects Manager at Bretagne, LLC, where he evaluates oil and gas development and other projects. Reid has worked at Stonekeep Investments, LLC since 2019 and previously held positions at Westwood Wealth Management and Westwood Holdings Group. Stonekeep Investments, LLC provides discretionary asset management and hourly financial planning to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a mix of fundamental, technical, charting, and cyclical analysis, using strategies that include option-writing and derivative trades, with accounts reviewed quarterly.

Business exit / sale strategy Divorce financial planning Cash flow / budgeting Options & derivatives strategies Real estate investing Founder/Business Owner

Scott G

CFA®

Irving, TX

Stonekeep Investments, LLC

Scott Geppert is a CFA® charterholder with six years of industry experience. He is a co-owner and advisor at Stonekeep Investments, LLC, where he has worked since 2020. Prior to joining Stonekeep, he held positions at Toyota Financial Services, Westwood Holdings Group, and Lcm Group. Stonekeep Investments provides discretionary asset management and hourly financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a range of investment strategies, including fundamental, technical, and cyclical analysis, and incorporates option-writing and derivatives in client portfolios.

Business exit / sale strategy Divorce financial planning Cash flow / budgeting Options & derivatives strategies Real estate investing Founder/Business Owner

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support