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INVESTMENT MANAGEMENT GROUP
Legal name: STOCKMAN WEALTH MANAGEMENT, INC.
CRD 122166File 801-61567
APPROVED
Retail clients
Custody
Filing as of Jul 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.24B
Top 25% of cohort (national)
Discretionary AUM
$1.75B
Non-discretionary $3.48B
Clients
1,517
3,098 accounts
Employees
30
Top 10% of cohort in MT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 8, 2002
- Principal office
- 2700 KING AVE. W, BILLINGS, MT, 59102
- Phone
- 406-655-3960
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.24B
- Discretionary AUM
- $1.75B
- Non-discretionary AUM
- $3.48B
- Discretionary accounts
- 2,808
- Non-discretionary accounts
- 290
- Total accounts
- 3,098
- AUM per client
- $3.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 66 | $186.1M |
| Insurance companies | 3 | $23.4M |
| Charitable organizations | 64 | $229.0M |
| High net worth individuals | 379 | $1.04B |
| Banking or thrift institutions | 8 | $3.01B |
| Pension and profit sharing plans | 25 | $266.6M |
| State or municipal government entities | 12 | $165.5M |
| Individuals (other than high net worth individuals) | 960 | $303.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — INSTITUTIONAL/BANK PORTFOLIO -SEE ADV PART 2A ITEM 5
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 1,532 | 1,517 | decreased by15 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 3,098 | 1,532 | decreased by1,566 |
| Feb 1, 2026 | Clients | 2,813 | 3,098 | increased by285 |
| Feb 1, 2026 | AUM | $5,065,457,259 | $5,235,996,694 | increased by$170,539,435 |
| Feb 1, 2026 | Accounts | 2,813 | 3,098 | increased by285 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 30 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,325 | 2,813 | increased by1,488 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,729,989,821 | $5,065,457,259 | decreased by$664,532,562 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,846 | 2,813 | increased by967 |
| Sep 1, 2022 | Employees | 24 | 25 | increased by1 |
| Apr 1, 2022 | Employees | 23 | 24 | increased by1 |
| Apr 1, 2022 | Clients | 1,149 | 1,325 | increased by176 |
| Apr 1, 2022 | AUM | $4,391,732,852 | $5,729,989,821 | increased by$1,338,256,969 |
| Apr 1, 2022 | Accounts | 1,561 | 1,846 | increased by285 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVESTMENT MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESTMENT MANAGEMENT” 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.