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STACK FINANCIAL MANAGEMENT INC
CRD 106785File 801-45724
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.99B
Top 25% of cohort (national)
Discretionary AUM
$1.99B
Clients
833
1,524 accounts
Employees
14
Top 25% of cohort in MT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 15, 1994
- Principal office
- 625 WISCONSIN AVENUE, WHITEFISH, MT, 59937-2129
- Phone
- 406-862-8000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.99B
- Discretionary AUM
- $1.99B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,524
- Non-discretionary accounts
- 0
- Total accounts
- 1,524
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 32 | $91.8M |
| Charitable organizations | 10 | $19.4M |
| Other investment advisers | 2 | $20.3M |
| High net worth individuals | 590 | $1.72B |
| Pension and profit sharing plans | 10 | $18.3M |
| Individuals (other than high net worth individuals) | 189 | $126.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 16 | 14 | decreased by2 |
| Apr 1, 2026 | Clients | 851 | 833 | decreased by18 |
| Apr 1, 2026 | AUM | $1,895,347,687 | $1,992,243,735 | increased by$96,896,048 |
| Apr 1, 2026 | Accounts | 1,548 | 1,524 | decreased by24 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 16 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 800 | 851 | increased by51 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,712,114,137 | $1,895,347,687 | increased by$183,233,550 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,378 | 1,548 | increased by170 |
| Mar 1, 2022 | Clients | 775 | 800 | increased by25 |
| Mar 1, 2022 | AUM | $1,482,939,958 | $1,712,114,137 | increased by$229,174,179 |
| Mar 1, 2022 | Accounts | 1,355 | 1,378 | increased by23 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STACK FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STACK FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.