This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-18-2019
- Office Locations
- 2
Office Locations
About Stonekeep Investments, LLC
Stonekeep Investments provides unbiased financial planning and investment management for individuals and families, emphasizing transparency and ongoing guidance. Services include portfolio analysis, financial education, and access to a professional referral network. The team is CFA-led (founder Chase Reid, CFA, CPWA; CIO Scott Geppert, CFA) and runs an unconstrained equity approach focused on long-term company outperformance, with custody through platforms such as Schwab and Altruist.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT GEPPERT
Chief Investment Officer, Owner
- CRD
- #5548961
- Ownership
- 50% but less than 75%
Michael Chase Reid
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #6919056
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,575,000 | $382,788 |
| Non-Discretionary | $0 | -- |
| Total | $169,575,000 | $382,788 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2024
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing