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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-15-1994
- Office Locations
- 1
Office Locations
About Stack Financial Management INC
Stack Financial Management is an independent, privately owned RIA based in Whitefish, Montana, delivering active “safety-first” portfolio management built around market-risk assessment, downside protection, and volatility reduction. The firm serves retail and institutional clients and implements risk-managed allocations that often use ETFs and U.S. government/agency bonds. Notably, SFM was inducted into Barron’s Hall of Fame in 2019.
Reported data analysis
What the numbers show
Between March 19, 2025 and March 18, 2026, reported AUM increased 5.1%, from $1.9B to $2.0B.
Across 5 reported observations, AUM increased 16.4% between February 11, 2022 and March 18, 2026, from $1.7B to $2.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 7 advisory representatives and 833 clients, or 119 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 32 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JAMES BRYAN STACK
Chief Executive Officer, DIRECTOR, Founder, President
- CRD
- #2458324
- Ownership
- 25% but less than 50%
ANNELL MCKEE DANCZYK
DIRECTOR, Senior Portfolio Manager, Vice President
- CRD
- #5470520
- Ownership
- 10% but less than 25%
Showing 2 of 7 owners & executives
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BENJAMIN WALLACE HAYES
Client Relationship Specialist
- CRD
- #8248143
DILLON MANLEY
Sr. Wealth Strategist
- CRD
- #7183903
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,992,243,735 | $1,307,247 |
| Non-Discretionary | $0 | -- |
| Total | $1,992,243,735 | $1,307,247 |
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Separately Managed Accounts
SMA allocation detail is available
Stack Financial Management INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Stack Financial Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.