firm profile
Stapleton Financial Group
Overview
Stapleton Financial Group is a state registered investment adviser based in Billings, MT, registered since 2017. It reports $15.8M in assets under management across 98 accounts, with 1 employees. It has 1 investment adviser representatives.
- Reported AUM
- $15.8M
- Discretionary
- 100%
- Accounts
- 98
- Average account
- $161K
- Employees
- 1
- Advisory reps
- 1
- Registered since
- 2017
- Jurisdictions
- 1
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Corey Mark Stapleton Managing Member, Chief Compliance Officer CRD 2932434
Advisory reps 1 of 1
- Corey Mark Stapleton Investment Adviser Rep CRD 2932434
Location
- Headquarters
- 1511 14th St W
Billings, MT 59102 - County
- Yellowstone
- Metro area
- Billings, MT
- Region
- West
Registrations
- State registered
- Registered in 1 jurisdiction
Every state, with registration dates
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