Stack Financial Management Inc
Firm details
- Headquarters
- Whitefish, Montana
- CRD number
- 106785
- Registered since
- February 15, 1994
- 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
FINTRXOverview
Stack Financial Management Inc. is an independent, SEC-registered RIA established in 1994 and owned privately. It serves both individual and family clients as well as institutional clients, delivering financial planning, portfolio management for individuals, small businesses and institutions, and educational workshops. The firm charges fees as a percentage of assets under management and reports no active ESG investing program. It received recognition from Forbes on its RIA lists in 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$97.1M in ETFs
100%
$97.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PROSHARES SHORT S&P500 (SH) | ProShares | Passive | Trading Inverse Equity | $91.7M | 2,776,433 | 94.39% |
Location
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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