# Stonekeep Investments, LLC

> Stonekeep Investments, LLC is an SEC-registered investment advisory firm, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 306144
- Filed as: STONEKEEP INVESTMENTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/306144
- AdvisorCensus page: https://advisorcensus.com/firm/stonekeep-investments-llc-306144

## Quick answers

**How is Stonekeep Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stonekeep Investments, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Stonekeep Investments, LLC charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Up to $1,000,000: 1.25% a year; Above $1,000,000: 0.5% a year; Hourly rate: $200 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Stonekeep Investments, LLC registered with the SEC or a state?**
Stonekeep Investments, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 306144.

**How much does Stonekeep Investments, LLC manage?**
Stonekeep Investments, LLC reports $169,575,000 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Stonekeep Investments, LLC's assets and staff changed since 2023?**
In the Form ADV data for Stonekeep Investments, LLC: Regulatory assets under management: $142,700,000 in the October 2023 data and $169,575,000 in the October 2026 data, up 19%. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Stonekeep Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (87); high net worth individuals (23); corporations or other businesses not listed above (3).

**Which custodians does Stonekeep Investments, LLC use?**
Stonekeep Investments, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist, Charles Schwab & Co., Inc. and MY529 as custodians holding 10% or more of its separately managed account assets.

**Does Stonekeep Investments, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/306144

**Does Stonekeep Investments, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "Stonekeep does not require a minimum to open an account."

**What changed in Stonekeep Investments, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $148,975,000 to $169,575,000 (+14%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Up to $1,000,000: 1.25% a year
- Above $1,000,000: 0.5% a year

> Stonekeep charges an annual investment advisory fee based on the total assets under management as follows: Assets Under Management Annualized Fee Monthly Fee Quarterly Fee First $0 - $1,000,000 1.25%

> All Assets Above $1,000,000 0.50%

> The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).

- Account minimum: None

> Stonekeep does not require a minimum to open an account.

- Hourly rate: $200 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly fee of $200 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist
- Charles Schwab & Co., Inc.
- MY529

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $169,575,000
- Discretionary: $169,575,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 87 | $22,500,000 |
| High net worth individuals | 23 | $109,800,000 |
| Charitable organizations | 1 | $1,475,000 |
| Corporations or other businesses not listed above | 3 | $35,800,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NE, NM, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonekeepinvestments.com
- LinkedIn @stonekeep-investments-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $142,700,000 | 2 | September 7, 2023 |
| October 2024 | $137,850,000 | 2 | August 23, 2024 |
| October 2025 | $148,975,000 | 2 | March 31, 2025 |
| October 2026 | $169,575,000 | 2 | March 20, 2026 |

Regulatory assets under management: $142,700,000 in the October 2023 data and $169,575,000 in the October 2026 data, up 19%.
Total employees: 2 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $148,975,000 to $169,575,000 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonekeep Investments, LLC (CRD 306144): Form ADV filing data as of October 2026.