CRD: 106785
Stack Financial Management INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
--
- CRD
- #8248143
DILLON MANLEY
--
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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