Stack Financial Management Inc

Overview

Stack Financial Management Inc is an SEC registered investment adviser based in Whitefish, MT, registered since 1994. It reports $2B in assets under management across 1,524 accounts, with 14 employees. It has 10 investment adviser representatives.

Reported AUM

$2B

Discretionary

100%

Accounts

1,524

Average account

$1.3M

Employees

14

Advisory reps

10

Registered since

1994

Jurisdictions

41

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other Investment Advisors
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 3 of 7

• James Bryan Stack President, Chief Executive Officer, Director CRD 2458324
• Catherine Marie Hetrick Managing Partner CRD 4361522
• Lisa Ann Stack Secretary, Treasurer, Managing Partner CRD 2458316

4 more executive officers, with direct contact details

Advisory reps 3 of 10

• Annell Mckee Danczyk Investment Adviser Rep CRD 5470520
• Benjamin Wallace Hayes Investment Adviser Rep CRD 8248143
• Catherine Marie Hetrick Investment Adviser Rep CRD 4361522

7 more advisory reps, with emails, phones and branch locations

Location

Headquarters

625 Wisconsin Ave
Whitefish, MT 59937

County

Flathead

Metro area

Kalispell, MT

Region

West

Registrations

• SEC registered
• Registered in 41 jurisdictions
• Website: stackfinancialmanagement.com

Every state, with registration dates

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