STOCKMAN WEALTH MANAGEMENT, INC.
Legal name: INVESTMENT MANAGEMENT GROUP
CRD #122166 SEC #801-61567 BILLINGS, MT 406-655-3960
SEC Registered
Total AUM
$5.1B
Discretionary
$1.5B
Employees
30
Clients
26
Accounts
2,813
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $5.1B | $1.5B | $3.6B | 30 | 0 |
| Mar 2025 | $5.1B | $1.5B | $3.6B | 30 | 0 |
| Feb 2025 | $5.1B | $1.5B | $3.6B | 30 | 0 |
| Feb 2025 | $4.8B | $1.3B | $3.5B | 31 | 0 |
| Oct 2024 | $4.8B | $1.3B | $3.5B | 31 | 0 |
| Oct 2024 | $4.8B | $1.3B | $3.5B | 31 | 0 |
| Aug 2024 | $4.8B | $1.3B | $3.5B | 31 | 0 |
| Jul 2024 | $4.8B | $1.3B | $3.5B | 31 | 0 |
| Jul 2024 | $4.8B | $1.3B | $3.5B | 31 | 0 |
| Mar 2024 | $4.8B | $1.3B | $3.5B | 27 | 0 |
| Oct 2023 | $4.5B | $930.5M | $3.5B | 26 | 1,524 |
| Oct 2023 | $4.5B | $930.5M | $3.5B | 26 | 1,524 |
| Oct 2023 | $4.5B | $930.5M | $3.5B | 26 | 1,524 |
| May 2023 | $4.5B | $930.5M | $3.5B | 26 | 1,524 |
| Apr 2023 | $4.5B | $930.5M | $3.5B | 26 | 1,524 |
| Mar 2023 | $4.5B | $930.5M | $3.5B | 26 | 1,524 |
| Dec 2022 | $5.7B | $800.8M | $4.9B | 25 | 0 |
| Aug 2022 | $5.7B | $800.8M | $4.9B | 25 | 0 |
| Jun 2022 | $5.7B | $800.8M | $4.9B | 24 | 0 |
| Mar 2022 | $5.7B | $800.8M | $4.9B | 24 | 0 |
| Feb 2022 | $4.4B | $658.7M | $3.7B | 23 | 0 |
| Jan 2022 | $4.4B | $658.7M | $3.7B | 24 | 0 |
| Nov 2021 | $4.4B | $658.7M | $3.7B | 25 | 0 |
| Oct 2021 | $4.4B | $658.7M | $3.7B | 24 | 0 |
| Oct 2021 | $4.4B | $658.7M | $3.7B | 24 | 0 |
| Sep 2021 | $4.4B | $658.7M | $3.7B | 24 | 0 |
| Aug 2021 | $4.4B | $658.7M | $3.7B | 24 | 0 |
| Aug 2021 | $4.4B | $658.7M | $3.7B | 24 | 0 |
| Mar 2021 | $4.4B | $658.7M | $3.7B | 22 | 0 |
| Jun 2020 | $3.1B | $560.8M | $2.6B | 21 | 0 |
| Mar 2020 | $3.1B | $560.8M | $2.6B | 21 | 0 |
| Nov 2019 | $2.6B | $462.1M | $2.1B | 19 | 0 |
| Sep 2019 | $2.6B | $462.1M | $2.1B | 19 | 0 |
| Aug 2019 | $2.6B | $462.1M | $2.1B | 17 | 0 |
| Jun 2019 | $2.6B | $462.1M | $2.1B | 17 | 0 |
| Apr 2019 | $2.6B | $462.1M | $2.1B | 17 | 0 |
| Apr 2019 | $2.6B | $462.1M | $2.1B | 17 | 0 |
| Mar 2019 | $2.6B | $462.1M | $2.1B | 17 | 0 |
| Oct 2018 | $3.1B | $515M | $2.6B | 16 | 0 |
| Sep 2018 | $3.1B | $515M | $2.6B | 16 | 0 |
| Aug 2018 | $3.1B | $515M | $2.6B | 16 | 0 |
| Mar 2018 | $3.1B | $515M | $2.6B | 16 | 0 |
| Nov 2017 | $2.7B | $387.6M | $2.3B | 16 | 0 |
| Jul 2017 | $2.7B | $387.6M | $2.3B | 16 | 900 |
| May 2017 | $2.7B | $387.6M | $2.3B | 16 | 900 |
| Mar 2017 | $2.7B | $387.6M | $2.3B | 16 | 900 |
| Jan 2017 | $2.8B | $482.3M | $2.3B | 16 | 900 |
| Jan 2017 | $2.8B | $482.3M | $2.3B | 16 | 900 |
| Nov 2016 | $2.8B | $482.3M | $2.3B | 14 | 900 |
| Sep 2016 | $2.8B | $482.3M | $2.3B | 14 | 900 |
| Sep 2016 | $2.8B | $482.3M | $2.3B | 14 | 900 |
| Mar 2016 | $2.8B | $263.3M | $2.5B | 10 | 900 |
| Dec 2015 | $2.7B | $231.8M | $2.5B | 8 | 700 |
| Aug 2015 | $2.7B | $231.8M | $2.5B | 8 | 700 |
| Jan 2015 | $2.7B | $231.8M | $2.5B | 8 | 700 |
| Dec 2014 | $2.7B | $96.9M | $2.6B | 6 | 500 |
| May 2014 | $2.7B | $96.9M | $2.6B | 6 | 500 |
| Mar 2014 | $2.7B | $96.9M | $2.6B | 7 | 500 |
| Sep 2013 | $2.5B | $84.4M | $2.5B | 6 | 400 |
| May 2013 | $2.5B | $84.4M | $2.5B | 7 | 400 |
| Mar 2013 | $2.5B | $84.4M | $2.5B | 8 | 400 |
| Feb 2013 | $2B | $66.1M | $2B | 6 | 300 |
| Dec 2012 | $2B | $66.1M | $2B | 6 | 300 |
| Sep 2012 | $2B | $66.1M | $2B | 6 | 300 |
| Aug 2012 | $2B | $66.1M | $2B | 6 | 300 |
| May 2012 | $2B | $66.1M | $2B | 6 | 300 |
| Apr 2012 | $2B | $66.1M | $2B | 6 | 300 |
| Apr 2012 | $2B | $66.1M | $2B | 6 | 300 |
| Mar 2012 | $2B | $66.1M | $2B | 6 | 300 |
| Jan 2012 | $1.8B | $55.1M | $1.7B | 6 | 300 |
| Jul 2011 | $1.8B | $55.1M | $1.7B | 10 | -- |
| May 2011 | $1.8B | $54.7M | $1.7B | 10 | -- |
| Mar 2011 | $1.8B | $54.7M | $1.7B | 10 | -- |
| Dec 2007 | $1.3B | $210.2M | $1B | 10 | -- |
| Mar 2007 | $1.3B | $210.2M | $1B | 10 | -- |
| Mar 2006 | $1.3B | $91.9M | $1.2B | 10 | -- |
DateNov 2025
Total AUM$5.1B
Discretionary$1.5B
Non-Disc.$3.6B
Employees30
Clients0
DateMar 2025
Total AUM$5.1B
Discretionary$1.5B
Non-Disc.$3.6B
Employees30
Clients0
DateFeb 2025
Total AUM$5.1B
Discretionary$1.5B
Non-Disc.$3.6B
Employees30
Clients0
DateFeb 2025
Total AUM$4.8B
Discretionary$1.3B
Non-Disc.$3.5B
Employees31
Clients0
DateOct 2024
Total AUM$4.8B
Discretionary$1.3B
Non-Disc.$3.5B
Employees31
Clients0
DateOct 2024
Total AUM$4.8B
Discretionary$1.3B
Non-Disc.$3.5B
Employees31
Clients0
DateAug 2024
Total AUM$4.8B
Discretionary$1.3B
Non-Disc.$3.5B
Employees31
Clients0
DateJul 2024
Total AUM$4.8B
Discretionary$1.3B
Non-Disc.$3.5B
Employees31
Clients0
DateJul 2024
Total AUM$4.8B
Discretionary$1.3B
Non-Disc.$3.5B
Employees31
Clients0
DateMar 2024
Total AUM$4.8B
Discretionary$1.3B
Non-Disc.$3.5B
Employees27
Clients0
DateOct 2023
Total AUM$4.5B
Discretionary$930.5M
Non-Disc.$3.5B
Employees26
Clients1,524
DateOct 2023
Total AUM$4.5B
Discretionary$930.5M
Non-Disc.$3.5B
Employees26
Clients1,524
DateOct 2023
Total AUM$4.5B
Discretionary$930.5M
Non-Disc.$3.5B
Employees26
Clients1,524
DateMay 2023
Total AUM$4.5B
Discretionary$930.5M
Non-Disc.$3.5B
Employees26
Clients1,524
DateApr 2023
Total AUM$4.5B
Discretionary$930.5M
Non-Disc.$3.5B
Employees26
Clients1,524
DateMar 2023
Total AUM$4.5B
Discretionary$930.5M
Non-Disc.$3.5B
Employees26
Clients1,524
DateDec 2022
Total AUM$5.7B
Discretionary$800.8M
Non-Disc.$4.9B
Employees25
Clients0
DateAug 2022
Total AUM$5.7B
Discretionary$800.8M
Non-Disc.$4.9B
Employees25
Clients0
DateJun 2022
Total AUM$5.7B
Discretionary$800.8M
Non-Disc.$4.9B
Employees24
Clients0
DateMar 2022
Total AUM$5.7B
Discretionary$800.8M
Non-Disc.$4.9B
Employees24
Clients0
DateFeb 2022
Total AUM$4.4B
Discretionary$658.7M
Non-Disc.$3.7B
Employees23
Clients0
DateJan 2022
Total AUM$4.4B
Discretionary$658.7M
Non-Disc.$3.7B
Employees24
Clients0
DateNov 2021
Total AUM$4.4B
Discretionary$658.7M
Non-Disc.$3.7B
Employees25
Clients0
DateOct 2021
Total AUM$4.4B
Discretionary$658.7M
Non-Disc.$3.7B
Employees24
Clients0
DateOct 2021
Total AUM$4.4B
Discretionary$658.7M
Non-Disc.$3.7B
Employees24
Clients0
DateSep 2021
Total AUM$4.4B
Discretionary$658.7M
Non-Disc.$3.7B
Employees24
Clients0
DateAug 2021
Total AUM$4.4B
Discretionary$658.7M
Non-Disc.$3.7B
Employees24
Clients0
DateAug 2021
Total AUM$4.4B
Discretionary$658.7M
Non-Disc.$3.7B
Employees24
Clients0
DateMar 2021
Total AUM$4.4B
Discretionary$658.7M
Non-Disc.$3.7B
Employees22
Clients0
DateJun 2020
Total AUM$3.1B
Discretionary$560.8M
Non-Disc.$2.6B
Employees21
Clients0
DateMar 2020
Total AUM$3.1B
Discretionary$560.8M
Non-Disc.$2.6B
Employees21
Clients0
DateNov 2019
Total AUM$2.6B
Discretionary$462.1M
Non-Disc.$2.1B
Employees19
Clients0
DateSep 2019
Total AUM$2.6B
Discretionary$462.1M
Non-Disc.$2.1B
Employees19
Clients0
DateAug 2019
Total AUM$2.6B
Discretionary$462.1M
Non-Disc.$2.1B
Employees17
Clients0
DateJun 2019
Total AUM$2.6B
Discretionary$462.1M
Non-Disc.$2.1B
Employees17
Clients0
DateApr 2019
Total AUM$2.6B
Discretionary$462.1M
Non-Disc.$2.1B
Employees17
Clients0
DateApr 2019
Total AUM$2.6B
Discretionary$462.1M
Non-Disc.$2.1B
Employees17
Clients0
DateMar 2019
Total AUM$2.6B
Discretionary$462.1M
Non-Disc.$2.1B
Employees17
Clients0
DateOct 2018
Total AUM$3.1B
Discretionary$515M
Non-Disc.$2.6B
Employees16
Clients0
DateSep 2018
Total AUM$3.1B
Discretionary$515M
Non-Disc.$2.6B
Employees16
Clients0
DateAug 2018
Total AUM$3.1B
Discretionary$515M
Non-Disc.$2.6B
Employees16
Clients0
DateMar 2018
Total AUM$3.1B
Discretionary$515M
Non-Disc.$2.6B
Employees16
Clients0
DateNov 2017
Total AUM$2.7B
Discretionary$387.6M
Non-Disc.$2.3B
Employees16
Clients0
DateJul 2017
Total AUM$2.7B
Discretionary$387.6M
Non-Disc.$2.3B
Employees16
Clients900
DateMay 2017
Total AUM$2.7B
Discretionary$387.6M
Non-Disc.$2.3B
Employees16
Clients900
DateMar 2017
Total AUM$2.7B
Discretionary$387.6M
Non-Disc.$2.3B
Employees16
Clients900
DateJan 2017
Total AUM$2.8B
Discretionary$482.3M
Non-Disc.$2.3B
Employees16
Clients900
DateJan 2017
Total AUM$2.8B
Discretionary$482.3M
Non-Disc.$2.3B
Employees16
Clients900
DateNov 2016
Total AUM$2.8B
Discretionary$482.3M
Non-Disc.$2.3B
Employees14
Clients900
DateSep 2016
Total AUM$2.8B
Discretionary$482.3M
Non-Disc.$2.3B
Employees14
Clients900
DateSep 2016
Total AUM$2.8B
Discretionary$482.3M
Non-Disc.$2.3B
Employees14
Clients900
DateMar 2016
Total AUM$2.8B
Discretionary$263.3M
Non-Disc.$2.5B
Employees10
Clients900
DateDec 2015
Total AUM$2.7B
Discretionary$231.8M
Non-Disc.$2.5B
Employees8
Clients700
DateAug 2015
Total AUM$2.7B
Discretionary$231.8M
Non-Disc.$2.5B
Employees8
Clients700
DateJan 2015
Total AUM$2.7B
Discretionary$231.8M
Non-Disc.$2.5B
Employees8
Clients700
DateDec 2014
Total AUM$2.7B
Discretionary$96.9M
Non-Disc.$2.6B
Employees6
Clients500
DateMay 2014
Total AUM$2.7B
Discretionary$96.9M
Non-Disc.$2.6B
Employees6
Clients500
DateMar 2014
Total AUM$2.7B
Discretionary$96.9M
Non-Disc.$2.6B
Employees7
Clients500
DateSep 2013
Total AUM$2.5B
Discretionary$84.4M
Non-Disc.$2.5B
Employees6
Clients400
DateMay 2013
Total AUM$2.5B
Discretionary$84.4M
Non-Disc.$2.5B
Employees7
Clients400
DateMar 2013
Total AUM$2.5B
Discretionary$84.4M
Non-Disc.$2.5B
Employees8
Clients400
DateFeb 2013
Total AUM$2B
Discretionary$66.1M
Non-Disc.$2B
Employees6
Clients300
DateDec 2012
Total AUM$2B
Discretionary$66.1M
Non-Disc.$2B
Employees6
Clients300
DateSep 2012
Total AUM$2B
Discretionary$66.1M
Non-Disc.$2B
Employees6
Clients300
DateAug 2012
Total AUM$2B
Discretionary$66.1M
Non-Disc.$2B
Employees6
Clients300
DateMay 2012
Total AUM$2B
Discretionary$66.1M
Non-Disc.$2B
Employees6
Clients300
DateApr 2012
Total AUM$2B
Discretionary$66.1M
Non-Disc.$2B
Employees6
Clients300
DateApr 2012
Total AUM$2B
Discretionary$66.1M
Non-Disc.$2B
Employees6
Clients300
DateMar 2012
Total AUM$2B
Discretionary$66.1M
Non-Disc.$2B
Employees6
Clients300
DateJan 2012
Total AUM$1.8B
Discretionary$55.1M
Non-Disc.$1.7B
Employees6
Clients300
DateJul 2011
Total AUM$1.8B
Discretionary$55.1M
Non-Disc.$1.7B
Employees10
Clients--
DateMay 2011
Total AUM$1.8B
Discretionary$54.7M
Non-Disc.$1.7B
Employees10
Clients--
DateMar 2011
Total AUM$1.8B
Discretionary$54.7M
Non-Disc.$1.7B
Employees10
Clients--
DateDec 2007
Total AUM$1.3B
Discretionary$210.2M
Non-Disc.$1B
Employees10
Clients--
DateMar 2007
Total AUM$1.3B
Discretionary$210.2M
Non-Disc.$1B
Employees10
Clients--
DateMar 2006
Total AUM$1.3B
Discretionary$91.9M
Non-Disc.$1.2B
Employees10
Clients--