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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 Aug 17, 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 |
|---|---|---|---|
| Aug 17, 2026 | Clients | 1532 | 1517 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.