Data / Investment advisers / Montana / Stack Financial Management Inc
Stack Financial Management Inc, Whitefish, MT: $2 billion AUM, SEC registered investment adviser
Stack Financial Management Inc is an SEC registered investment adviser with its main office in Whitefish, Montana and reports $2 billion in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 106785
- SEC file number
- 801-45724
- SEC status
- Approved, effective February 15, 1994
- Main office
- 625 Wisconsin Avenue, Whitefish, MT 59937
- Phone
- (406) 862-8000
- Regulatory AUM
- $1,992,243,735 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $1,992,243,735
- Accounts
- 1,524
- Employees
- 14, of which 7 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 590 | $1.72 billion |
| Individuals (other than high net worth individuals) | 189 | $126.8 million |
| Corporations or other businesses | 32 | $91.8 million |
| Other investment advisers | 2 | $20.3 million |
| Charitable organizations | 10 | $19.4 million |
| Pension and profit sharing plans | 10 | $18.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.99 billion | March 18, 2026 |
| December 1, 2025 | $1.90 billion | March 19, 2025 |
Other advisers in Montana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| D.A. Davidson & Co. | Great Falls | $41.84 billion | Not listed | adviserinfo.sec.gov |
| Investment Management Group | Billings | $5.24 billion | Not listed | adviserinfo.sec.gov |
| Davidson Investment Advisors, Inc. | Great Falls | $5.20 billion | Not listed | adviserinfo.sec.gov |
| Bitterroot Capital Advisors LLC | Bozeman | $1.78 billion | Not listed | adviserinfo.sec.gov |
| Allied Investment Advisors LLC | Billings | $1.49 billion | Not listed | adviserinfo.sec.gov |
| Xypn Sapphire | Bozeman | $1.25 billion | Not listed | adviserinfo.sec.gov |
| Front Street Capital Management, Inc. | Missoula | $862 million | Not listed | adviserinfo.sec.gov |
| Destra Capital Advisors LLC | Bozeman | $463.8 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Montana
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Stack Financial Management Inc on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.