Scott Geppert
Investment adviser representative at Stonekeep Investments, LLC
15 yearsExperience
1 stateRegistered in
CFADesignation
$169.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Stonekeep Investments, LLCJan 2020 to now
- Toyota Financial ServicesJun 2016 to Mar 2019
- Lcm GroupMar 2011 to Jan 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stonekeep Investments, LLC
$169.6MAssets managed
114Clients
2Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5548961
- Firm CRD
- 306144