Stack Financial Management Inc
- Regulatory AUM
- $2.0B
- Discretionary
- $2.0B
- Clients
- 833
- Avg AUM / client
- $2.4M
- Accounts
- 1,524
- Employees
- 14
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Investments (13F portfolio — 52 positions, $1,361,472,756)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Proshares Tr | SHORT S&P 500 NE | $145,007,149 | 3,823,020 | 10.7% | 7.28% |
| 2 | Walmart Inc | COM | $125,326,524 | 1,008,421 | 9.21% | 6.29% |
| 3 | Quanta Svcs Inc | COM | $71,188,921 | 129,665 | 5.23% | 3.57% |
| 4 | Microsoft Corp | COM | $68,509,162 | 185,075 | 5.03% | 3.44% |
| 5 | Berkshire Hathaway Inc Del | CL B NEW | $57,134,537 | 119,229 | 4.2% | 2.87% |
| 6 | Chevron Corporation | COM | $55,542,561 | 268,451 | 4.08% | 2.79% |
| 7 | L3 Harris Technologies Inc | COM | $48,788,624 | 141,355 | 3.58% | 2.45% |
| 8 | Phillips 66 | COM | $39,585,054 | 217,285 | 2.91% | 1.99% |
| 9 | American Elec Pwr Co Inc | COM | $36,881,084 | 281,363 | 2.71% | 1.85% |
| 10 | Wheaton Precious Metals Corp | COM | $34,870,015 | 266,163 | 2.56% | 1.75% |
| 11 | Waste Mgmt Inc Del | COM | $33,587,495 | 146,166 | 2.47% | 1.69% |
| 12 | Centerpoint Energy Inc | COM | $31,036,358 | 719,100 | 2.28% | 1.56% |
| 13 | Cboe Global Mkts Inc | COM | $28,888,937 | 102,782 | 2.12% | 1.45% |
| 14 | Nextera Energy Inc | COM | $28,701,592 | 309,018 | 2.11% | 1.44% |
| 15 | Eog Res Inc | COM | $28,415,256 | 196,550 | 2.09% | 1.43% |
| 16 | At&T Inc | COM | $27,545,574 | 950,175 | 2.02% | 1.38% |
| 17 | Lockheed Martin Corp | COM | $25,786,248 | 42,665 | 1.89% | 1.29% |
| 18 | Merck & Co Inc | COM | $25,218,438 | 209,647 | 1.85% | 1.27% |
| 19 | Johnson & Johnson | COM | $25,016,089 | 102,340 | 1.84% | 1.26% |
| 20 | Duke Energy Corp New | COM NEW | $24,898,748 | 190,154 | 1.83% | 1.25% |
| 21 | Coca Cola Co | COM | $24,162,270 | 317,716 | 1.77% | 1.21% |
| 22 | Stryker Corporation | COM | $24,093,040 | 73,322 | 1.77% | 1.21% |
| 23 | Conocophillips | COM | $23,871,936 | 180,848 | 1.75% | 1.2% |
| 24 | Paccar Inc | COM | $23,582,559 | 204,178 | 1.73% | 1.18% |
| 25 | United Parcel Svcs Inc | CL B | $21,565,388 | 219,205 | 1.58% | 1.08% |
Top 25 of 52 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 189 | $127M | 6.37% |
| High net worth individuals | 590 | $1.7B | 86.1% |
| Pension and profit sharing plans | 10 | $18.3M | 0.92% |
| Charitable organizations | 10 | $19.4M | 0.97% |
| Other investment advisers | 2 | $20.3M | 1.02% |
| Corporations and other businesses | 32 | $91.8M | 4.61% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Bryan Stack | President, Chief Executive Officer, Director | Jan 1994 (33y) | 25% – 50% | |
| Catherine Marie Hetrick | Managing Partner, Director | Jun 2004 (22y) | 5% – 10% | |
| Annell Mckee Danczyk | Vice President, Senior Portfolio Manager, Director | CFA | Jan 2008 (19y) | 10% – 25% |
| Lisa Ann Stack | Secretary/Treasurer, Managing Partner, Director | Jan 2010 (17y) | 5% – 10% | |
| Joseph Michael Laszewski | Senior Portfolio Manager | CFA | Sep 2016 (10y) | 5% – 10% |
| Zach Jonson | Chief Investment Officer | CFA | Jan 2018 (9y) | 10% – 25% |
| Jones, Kent, Millard | Chief Financial Officer | Jan 2020 (7y) | Less than 5% | |
| Jeanine Lynette Morreim | Chief Compliance Officer | Feb 2021 (6y) | 5% – 10% | |
| Aimee Schreiber Weller | Registered representative | Jun 2013 (13y) | ||
| Dillon Manley | Registered representative | CFP | Mar 2025 (1y) | |
| Benjamin Wallace Hayes | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 923 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $2.0B (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗