Key facts
- STACK FINANCIAL MANAGEMENT INC is a other based in WHITEFISH, MT.
- STACK FINANCIAL MANAGEMENT INC reports $4.6M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 106785- Regulatory AUM
- $4.6M
- Private fund assets
- —
- Private funds
- —
- Staff
- 14
- Registered office
- WHITEFISH, MT
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for STACK FINANCIAL MANAGEMENT INC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is STACK FINANCIAL MANAGEMENT INC's AUM?
- STACK FINANCIAL MANAGEMENT INC manages approximately $4.6M in assets.