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STONEKEEP INVESTMENTS, LLC

· CRD 306144 · IAPD ↗ · stonekeepinvestments.com · 615-975-3635

$169.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2024 — STONEKEEP INVESTMENTS, LLC notice-filed in NM.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
June 2024 — STONEKEEP INVESTMENTS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.