Stack Financial Management INC
Whitefish, MT·SEC-registered · CRD #106785
Stack Financial Management INC is an SEC-registered investment advisory firm in Whitefish, MT managing $2.0B across 1.5k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.0B
Client accounts
1.5k
Advisory staff
7
Fee model
Fee-only
How Stack Financial Management INC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Stack Financial Management INC
How much does Stack Financial Management INC manage?
Per its most recent SEC Form ADV filing (03/18/2026), Stack Financial Management INC reports $2.0B in regulatory assets under management across roughly 1.5k client accounts.
How does Stack Financial Management INC charge?
Stack Financial Management INC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Stack Financial Management INC a fiduciary?
Yes. Stack Financial Management INC is registered with the U.S. Securities and Exchange Commission (CRD #106785), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Stack Financial Management INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Stack Financial Management INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Whitefish, MT
Profile compiled from Stack Financial Management INC's public SEC Form ADV filing (CRD #106785, filed 03/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Stack Financial Management INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Stack Financial Management INC? Claim this profile.