Stack Financial Management Inc is a large advisory firm based in Whitefish. It manages $1.19 billion of regulatory assets for 1,289 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 33 other states.
Stack Financial Management provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Stack Financial Management: assets under management
The assets under management (AUM) of Stack Financial Management Inc is $1.19 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 3067% since the beginning of its operation, and $3.99 million of the total AUM is attributable to clients outside of the United States.
The firm manages $1.19 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $921.95 thousand each.
Stack Financial Management has custody of $281.57 million in cash and securities for 217 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 68% of the total AUM. The second-largest asset type is government bonds, which make up 23% of the firm’s portfolio. Investments in investment and business development companies form 7% of the total invested assets.
