Wealth Manager
    Manages Private Funds

    Stapleton Financial Group

    Registered investment advisor · Billings, Montana · CRD #284716

    Assets Under Management
    $16M
    Client Accounts
    98
    Employees
    1
    CRD Number
    284716
    Registration
    STATE Registered

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

    About Stapleton Financial Group

    Stapleton Financial Group is a registered investment advisory firm headquartered in Billings, Montana, managing approximately $16M in regulatory assets across 98 client accounts. The firm's full regulatory record is filed with the SEC under CRD #284716.

    Fee Structure

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

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    Frequently Asked Questions

    What is Stapleton Financial Group's AUM?

    Stapleton Financial Group reports approximately $16M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stapleton Financial Group headquartered?

    Stapleton Financial Group is headquartered in Billings, Montana.

    What is Stapleton Financial Group's CRD number?

    Stapleton Financial Group's CRD number is 284716. 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 Stapleton Financial Group manage?

    Stapleton Financial Group manages approximately 98 client accounts according to its latest SEC filing.

    Is Stapleton Financial Group SEC registered?

    Stapleton Financial Group is registered as a STATE investment adviser.

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