STACK FINANCIAL MANAGEMENT INC
CRD #106785 SEC #801-45724 WHITEFISH, MT 406-862-8000
SEC Registered
Total AUM
$1.9B
Discretionary
$1.9B
Employees
16
Clients
51
Accounts
1,548
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.9B | $1.9B | $0 | 16 | 0 |
| Oct 2024 | $1.8B | $1.8B | $0 | 16 | 0 |
| Mar 2024 | $1.8B | $1.8B | $0 | 16 | 0 |
| Mar 2023 | $1.7B | $1.7B | $0 | 17 | 0 |
| Feb 2023 | $1.7B | $1.7B | $0 | 17 | 0 |
| Feb 2022 | $1.7B | $1.7B | $0 | 17 | 0 |
| Nov 2021 | $1.5B | $1.5B | $0 | 17 | 0 |
| Jul 2021 | $1.5B | $1.5B | $0 | 17 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 17 | 0 |
| Jun 2020 | $1.4B | $1.4B | $0 | 15 | 0 |
| Mar 2020 | $1.4B | $1.4B | $0 | 15 | 0 |
| Aug 2019 | $1.2B | $1.2B | $0 | 13 | 0 |
| Mar 2019 | $1.2B | $1.2B | $0 | 13 | 0 |
| Feb 2019 | $1.3B | $1.3B | $0 | 13 | 0 |
| Nov 2018 | $1.3B | $1.3B | $0 | 13 | 0 |
| Feb 2018 | $1.3B | $1.3B | $0 | 13 | 0 |
| Oct 2017 | $1.1B | $1.1B | $16.4M | 12 | 0 |
| Feb 2017 | $1.1B | $1.1B | $16.4M | 12 | 800 |
| Feb 2016 | $1.1B | $1.1B | $0 | 13 | 800 |
| Oct 2015 | $1.1B | $1.1B | $0 | 10 | 700 |
| Mar 2015 | $1.1B | $1.1B | $0 | 10 | 700 |
| Mar 2015 | $1.1B | $1.1B | $0 | 10 | 700 |
| Jan 2015 | $1.1B | $1.1B | $0 | 10 | 700 |
| Aug 2014 | $1B | $1B | $0 | 9 | 700 |
| Mar 2014 | $973.9M | $973.9M | $0 | 9 | 700 |
| Jan 2014 | $973.9M | $973.9M | $0 | 9 | 700 |
| Aug 2013 | $902.9M | $902.9M | $0 | 9 | 600 |
| Jun 2013 | $870.7M | $870.7M | $0 | 9 | 600 |
| Mar 2013 | $788.5M | $788.5M | $0 | 9 | 600 |
| Sep 2012 | $709.1M | $709.1M | $0 | 6 | 600 |
| Mar 2012 | $709.1M | $709.1M | $0 | 6 | 600 |
| Sep 2011 | $675.7M | $675.7M | $0 | 10 | -- |
| Jul 2011 | $675.7M | $675.7M | $0 | 10 | -- |
| Jul 2011 | $675.7M | $675.7M | $0 | 10 | -- |
| Mar 2011 | $615.1M | $615.1M | $0 | 10 | -- |
| Oct 2010 | $498.8M | $498.8M | $0 | 10 | -- |
| Apr 2010 | $498.8M | $498.8M | $0 | 10 | -- |
| Apr 2010 | $485.5M | $485.5M | $0 | 10 | -- |
| Oct 2009 | $419.4M | $419.4M | $0 | 10 | -- |
| Apr 2009 | $336.1M | $336.1M | $0 | 10 | -- |
| Jan 2008 | $324.3M | $324.3M | $0 | 10 | -- |
| Mar 2007 | $308.3M | $308.3M | $0 | 10 | -- |
| Feb 2006 | $243.2M | $243.2M | $0 | 10 | -- |
| Sep 2005 | $168.5M | $168.5M | $0 | 5 | -- |
| Jun 2005 | $168.5M | $168.5M | $0 | 5 | -- |
| May 2005 | $168.5M | $168.5M | $0 | 5 | -- |
| Feb 2005 | $168.5M | $168.5M | $0 | 5 | -- |
| May 2004 | $87.7M | $87.7M | $0 | 5 | -- |
| Apr 2004 | $87.7M | $87.7M | $0 | 5 | -- |
| Mar 2002 | $54.4M | $54.4M | $0 | 5 | -- |
| Jun 2001 | $37.5M | $37.5M | $0 | 5 | -- |
DateMar 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees16
Clients0
DateOct 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees16
Clients0
DateMar 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees17
Clients0
DateFeb 2023
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees17
Clients0
DateFeb 2022
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees17
Clients0
DateNov 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients0
DateJul 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees17
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients0
DateAug 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients0
DateFeb 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateNov 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateFeb 2018
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients0
DateOct 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$16.4M
Employees12
Clients0
DateFeb 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$16.4M
Employees12
Clients800
DateFeb 2016
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees13
Clients800
DateOct 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients700
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients700
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients700
DateJan 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients700
DateAug 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees9
Clients700
DateMar 2014
Total AUM$973.9M
Discretionary$973.9M
Non-Disc.$0
Employees9
Clients700
DateJan 2014
Total AUM$973.9M
Discretionary$973.9M
Non-Disc.$0
Employees9
Clients700
DateAug 2013
Total AUM$902.9M
Discretionary$902.9M
Non-Disc.$0
Employees9
Clients600
DateJun 2013
Total AUM$870.7M
Discretionary$870.7M
Non-Disc.$0
Employees9
Clients600
DateMar 2013
Total AUM$788.5M
Discretionary$788.5M
Non-Disc.$0
Employees9
Clients600
DateSep 2012
Total AUM$709.1M
Discretionary$709.1M
Non-Disc.$0
Employees6
Clients600
DateMar 2012
Total AUM$709.1M
Discretionary$709.1M
Non-Disc.$0
Employees6
Clients600
DateSep 2011
Total AUM$675.7M
Discretionary$675.7M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$675.7M
Discretionary$675.7M
Non-Disc.$0
Employees10
Clients--
DateJul 2011
Total AUM$675.7M
Discretionary$675.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$615.1M
Discretionary$615.1M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$498.8M
Discretionary$498.8M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$498.8M
Discretionary$498.8M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$485.5M
Discretionary$485.5M
Non-Disc.$0
Employees10
Clients--
DateOct 2009
Total AUM$419.4M
Discretionary$419.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$336.1M
Discretionary$336.1M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$324.3M
Discretionary$324.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$308.3M
Discretionary$308.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$168.5M
Discretionary$168.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$87.7M
Discretionary$87.7M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$87.7M
Discretionary$87.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$54.4M
Discretionary$54.4M
Non-Disc.$0
Employees5
Clients--
DateJun 2001
Total AUM$37.5M
Discretionary$37.5M
Non-Disc.$0
Employees5
Clients--