Fee-only adviser · Whitefish, MT
Stack Financial Management Inc
Stack Financial Management Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Whitefish, Montana. On its latest Form ADV, filed March 18, 2026, it reports $2.0B in regulatory assets under management, 779 individual clients and 7 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 106785 · SEC file 801-45724 |
| Office | 625 Wisconsin Avenue Whitefish, MT 59937 |
| Phone | (406) 862-8000 |
| Website | www.stackfinancialmanagement.com |
| Regulatory assets under management | $2.0B |
| Individual clients | 189 non-high-net-worth, 590 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 14 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Whitefish
- Piedmont Capital Management, LLC $232M
- Main Line Retirement Advisors, LLC $449M
- Royal Palms Capital, LLC $124M
- Clearstone Wealth Management, LLC $30M
- Glacierwealth $42M
See all 6 fee-only advisers in Whitefish →
Nearby
- Kalispell 4 firms
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