Wealth Manager
    SEC Registered
    Manages Private Funds

    Stack Financial Management Inc

    Registered investment advisor · Whitefish, Montana · CRD #106785

    Assets Under Management
    $2B
    Client Accounts
    1,524
    Employees
    14
    CRD Number
    106785
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Stack Financial Management Inc

    Stack Financial Management, Inc. is an independent investment advisory firm managing $1.9 billion in assets, founded in 1994, specializing in equity investing with a focus on risk management. It operates with a team of 11-50 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Stack Financial Management Inc

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    Frequently Asked Questions

    What is Stack Financial Management Inc's AUM?

    Stack Financial Management Inc reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stack Financial Management Inc headquartered?

    Stack Financial Management Inc is headquartered in Whitefish, Montana.

    What is Stack Financial Management Inc's CRD number?

    Stack Financial Management Inc's CRD number is 106785. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Stack Financial Management Inc manage?

    Stack Financial Management Inc manages approximately 1,524 client accounts according to its latest SEC filing.

    Is Stack Financial Management Inc SEC registered?

    Yes, Stack Financial Management Inc is registered with the SEC as an investment adviser with an approved registration status.

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