STACK FINANCIAL MANAGEMENT INC

CRD 106785 · SEC 801-45724

Visit website

625 WISCONSIN AVENUE, WHITEFISH, MT, 59937-2129, United States

Phone

406-862-8000

Fax

406-862-0803

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.99B

Discretionary AUM

$1.99B

Team

14 total employees; 7 advisory reps

Clients

51-100

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-18

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars

Client types

Type	Clients	AUM
Individuals	189	$126.8M
High net worth individuals	590	$1.72B
Pension/profit sharing plans	10	$18.3M
Charitable organizations	10	$19.4M
Other investment advisers	2	$20.3M
Corporations/business entities	32	$91.8M

States served

AZ, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, CT, FL

All web addresses on file

https://www.linkedin.com/company/stack-financial-management
https://www.stackfinancialmanagement.com

Official SEC filing: View on IAPD