Stack Financial Management Inc
● SEC registered since 1994CRD 106785SEC# 801-45724Whitefish, MT
Reg. AUM
$1.99B
Employees
14
Accounts
1,524
Location
Whitefish, MT
Stack Financial Management Inc assets under management
Stack Financial Management Inc is an investment advisory firm registered with the SEC based in Whitefish, MT. The firm has been registered since 1994. It reports $2 billion in regulatory assets under management and employs 14 people.
Stack Financial Management Inc owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Annell McKee Danczyk Control | Vice President, Senior Portfolio Manager, Director | 10-25% | 2022 |
| Catherine Marie Hetrick Control | Managing Partner | 5-10% | 2022 |
| James Bryan Stack Control | President, Chief Executive Officer, Director | 25-50% | 1994 |
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Join to unlock · $37/moFrequently asked questions
How much does Stack Financial Management Inc manage?
Stack Financial Management Inc reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Stack Financial Management Inc have?
Stack Financial Management Inc reports 14 employees.
Where is Stack Financial Management Inc located?
Stack Financial Management Inc is based in Whitefish, MT and has been SEC-registered since 1994.
Does Stack Financial Management Inc disclose fund performance?
Stack Financial Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 625 Wisconsin Avenue, Whitefish, MT 59937-2129 |
| Phone | 406-862-8000 |
| Fax | 406-862-0803 |
| Office hours | 7:30a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1308685 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.99B▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$1.99Bregulatory AUM
Discretionary $1.99B