Stockman Wealth Management, Inc.
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 122166
· SEC file 801-61567
· Billings, MT
· www.stockmanbank.com
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ADV data as of Jul 20, 2026
- Regulatory AUM
- $5.2B
- Discretionary
- $1.8B
- Clients
- 1,532
- Avg AUM / client
- $3.4M
- Accounts
- 3,098
- Employees
- 30
AUM over time
$2.0B
$5.7B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 20, 2026
Investments (13F portfolio — 178 positions, $906,186,042)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P SCP ETF | $47,148,202 | 379,279 | 5.2% | 0.9% |
| 2 | Ishares Tr | ISHS 1-5YR INVS | $38,668,281 | 735,698 | 4.27% | 0.74% |
| 3 | Ishares Tr | MBS ETF | $37,744,335 | 397,518 | 4.17% | 0.72% |
| 4 | Ishares Tr | CORE MSCI INTL | $37,363,366 | 447,091 | 4.12% | 0.71% |
| 5 | Ishares Tr | CORE S&P MCP ETF | $34,613,447 | 512,564 | 3.82% | 0.66% |
| 6 | Apple Inc | COM | $27,634,897 | 108,889 | 3.05% | 0.53% |
| 7 | Ishares Inc | MSCI EMRG CHN | $25,596,594 | 325,408 | 2.82% | 0.49% |
| 8 | Caterpillar Inc | COM | $24,010,447 | 33,891 | 2.65% | 0.46% |
| 9 | Ishares Tr | BROAD USD HIGH | $23,950,131 | 650,112 | 2.64% | 0.46% |
| 10 | Asml Hldg Nv | N Y REGISTRY SHS | $23,551,720 | 17,831 | 2.6% | 0.45% |
| 11 | Microsoft Corp | COM | $22,891,511 | 61,841 | 2.53% | 0.44% |
| 12 | Jpmorgan Chase & Co | COM | $21,766,850 | 73,997 | 2.4% | 0.42% |
| 13 | Amazon Com Inc | COM | $21,325,807 | 102,395 | 2.35% | 0.41% |
| 14 | Merck & Co Inc | COM | $21,304,179 | 177,107 | 2.35% | 0.41% |
| 15 | Cisco Sys Inc | COM | $20,296,963 | 261,593 | 2.24% | 0.39% |
| 16 | Exxon Mobil Corp | COM | $19,139,401 | 112,810 | 2.11% | 0.37% |
| 17 | Alphabet Inc | CAP STK CL A | $18,056,128 | 62,791 | 1.99% | 0.34% |
| 18 | Nvidia Corporation | COM | $17,458,841 | 100,108 | 1.93% | 0.33% |
| 19 | Chevron Corporation | COM | $17,372,672 | 83,967 | 1.92% | 0.33% |
| 20 | Us Bancorp | COM NEW | $15,944,641 | 306,569 | 1.76% | 0.3% |
| 21 | Pepsico Inc | COM | $15,639,108 | 100,709 | 1.73% | 0.3% |
| 22 | Gsk Plc | SPONSORED ADR | $14,909,438 | 270,147 | 1.65% | 0.28% |
| 23 | Slb Limited | COM STK | $14,725,416 | 286,542 | 1.63% | 0.28% |
| 24 | American Express Co | COM | $14,378,690 | 47,536 | 1.59% | 0.27% |
| 25 | Lockheed Martin Corp | COM | $13,914,409 | 23,022 | 1.54% | 0.27% |
Top 25 of 178 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) | 960 | $303M | 5.79% |
| High net worth individuals | 379 | $1.0B | 19.8% |
| Banking or thrift institutions | 8 | $3.0B | 57.5% |
| Pension and profit sharing plans | 25 | $267M | 5.09% |
| Charitable organizations | 64 | $229M | 4.37% |
| State or municipal government entities | 12 | $165M | 3.16% |
| Insurance companies | 3 | $23.4M | 0.45% |
| Corporations and other businesses | 66 | $186M | 3.55% |
| Other | 15 | $15.2M | 0.29% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Lhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan Lhc, Incorporated | 2024 | |
| Allegiance Benefit Plan Management, Inc. 401(k) Plan Allegiance Benefit Plan Management, Inc. | 2024 |
People (34)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Coffee, William, Edward | Board Member | Sep 1998 (28y) | ≈ 18.75% – 50% via Stockman Financial Corporation | |
| Bickle, Arthur, William | Board Member | Oct 2002 (24y) | Less than 5% | |
| Ronald Wayne O'donnell | Chairman & Ceo | CFA | Mar 2003 (23y) | Less than 5% |
| Eric Mitchell George | Executive Director | Sep 2010 (16y) | Less than 5% | |
| Coffee, Caren, Lorene | Board Member | Dec 2011 (15y) | ≈ 18.75% – 50% via Stockman Financial Corporation | |
| Anderson, Jerry, Lane | Board Member Vice Chair | Mar 2014 (12y) | Less than 5% | |
| David William Ashby | Managing Director | CFA | Dec 2016 (10y) | Less than 5% |
| Guenthner, Kevin, Jon | Board Member | Apr 2018 (8y) | Less than 5% | |
| Johnstone, Jeffrey, David | Board Member Secretary | Apr 2018 (8y) | Less than 5% | |
| Morgret, Jeremy, Aaron | Board Member | Apr 2018 (8y) | Less than 5% | |
| Zoanni, David, Anthony | Board Member | Apr 2020 (6y) | Less than 5% | |
| Fawcett, Steven, Brett | Board Member | Apr 2021 (5y) | Less than 5% | |
| Larry Douglas Johns | President & Cio | CFA | Dec 2021 (5y) | Less than 5% |
| Jessica Renee Neuman | Managing Director & Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Patrick Herbert Angland | Managing Director | Mar 2022 (4y) | Less than 5% | |
| Ronna Marie Voges | Operations Manager | Jun 2024 (2y) | Less than 5% | |
| Jennifer Mae Hemphill | Registered representative | CFP | Mar 2010 (16y) | |
| Kyle David Geffre | Registered representative | CFP | Jul 2019 (7y) | |
| Michelle Marie Juntunen | Registered representative | Chartered Financial Consultant | Sep 2019 (7y) | |
| Mason O'donnell | Registered representative | CFA | Oct 2020 (6y) | |
| Abby Lorene Coffee | Registered representative | Dec 2020 (6y) | ||
| Carson Delmar Quinnell | Registered representative | CFP | Sep 2022 (4y) | |
| Molly Marie Werk | Registered representative | Jan 2023 (4y) | ||
| Marni Ann Cowan | Registered representative | May 2023 (3y) | ||
| Nathan Michael Fisk | Registered representative | Oct 2023 (3y) | ||
| Claudine Alisa Johnson | Registered representative | Dec 2023 (3y) | ||
| Jonathan Art Skinner | Registered representative | CFP | Dec 2023 (3y) | |
| Joshua Taylor Bartling | Registered representative | Jul 2024 (2y) | ||
| Elise Alexandria Strommen | Registered representative | Oct 2024 (2y) | ||
| Hayley Ries | Registered representative | Dec 2024 (2y) | ||
| Kimberly Ann Hartman | Registered representative | CFP | Mar 2025 (1y) | |
| Jonathan Krivec | Registered representative | Dec 2025 (1y) | ||
| Reed Joseph Mcelyea | Registered representative | Jun 2026 (0y) | ||
| Tanner Lee Klumph | Registered representative | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Stockman Financial Corporation | Shareholder | Oct 2002 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Coffee, William, Edward: 25% – 50% of Stockman Financial Corporation × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Coffee, Caren, Lorene: 25% – 50% of Stockman Financial Corporation × 75% – 100% direct ≈ 18.75% – 50% of the firm
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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Lhc, Incorporated/Thompson River Lumber 401(k) Profit Sharing Plan | Lhc, Incorporated | 234 | $13.0M | 01/01/2024 |
| Allegiance Benefit Plan Management, Inc. 401(k) Plan | Allegiance Benefit Plan Management, Inc. | 677 | $55.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 1.06 MB | View · PDF · Source ↗ |
| Form ADV (full filing) | 05/18/2026 | 1.06 MB | 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
- • Fixed fees
- • Other fees
- • INSTITUTIONAL/BANK PORTFOLIO -SEE ADV PART 2A ITEM 5
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.9B (36% of AUM) Jul 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: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗