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STACK FINANCIAL MANAGEMENT INC

WHITEFISH, MT · CRD 106785 · IAPD ↗ · 406-862-8000

$1.99BRegulatory AUM
7Advisory reps
14Employees
0Clients
51-100Planning clients
0Private funds
41States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — STACK FINANCIAL MANAGEMENT INC notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
November 2024 — STACK FINANCIAL MANAGEMENT INC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — STACK FINANCIAL MANAGEMENT INC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.