STACK FINANCIAL MANAGEMENT INC

RIASEC RegisteredEst. 1994
Total AUM
$2B
Discretionary
$2B
100% of AUM
Avg account
$1.3M
Accounts
1,524
Employees
14
Advisory reps
10

Firm details

Headquarters
WHITEFISH, Montana
CRD number
106785
Registered since
February 15, 1994
Website
www.stackfinancialmanagement.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI86.12%
  • Individuals6.37%
  • Corporations / Businesses4.61%
  • Other Investment Advisers1.02%
  • Charitable Organizations0.97%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stack Financial Management Inc. is an independent SEC-registered RIA founded in 1994 and owned by an individual principal. The firm serves both individual/family and institutional clients and bills on a percentage-of-AUM basis. Core service lines include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and educational seminars or workshops. Stack does not position itself as an active ESG investor and is not registered as a multi-state adviser. The firm has been recognized by Forbes among its Top RIA Firms in both 2023 and 2024, reflecting external visibility within the wealth-management marketplace.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 66%, US Government Bonds 24%, Cash & Cash Equivalents 10%66%
  • Exchange Traded Equities66%
  • US Government Bonds24%
  • Cash & Cash Equivalents10%

Owners & executives

3 of 3

  • JEANINE MORREIM

    Chief Compliance OfficerCRD 7326965

  • ZACH JONSON

    Chief Investment OfficerCRD 4639862

  • JAMES STACK

    Founder, President, CEOCRD 2458324

Contacts

3 of 7

  • BENJAMIN HAYES

    Client Relationship SpecialistCRD 8248143

  • DILLON MANLEY

    Wealth StrategistCRD 7183903

  • AIMEE WELLER

    Director of Client RelationsCRD 6200399

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 18

Active vs passive

$151M in ETFs

Passive

100%

$151M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
PROSHARES SHORT S&P500 (SH)ProSharesPassiveTrading Inverse Equity$145M3,823,02095.81%
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Location

Primary office

WHITEFISH, MT

FLATHEAD

Location

WHITEFISH, MT

Headquartered in WHITEFISH, MT, in the West of the United States.

Region
West
County
FLATHEAD
Address
625 Wisconsin Ave
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth