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| Stockman Wealth Management Inc
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|---|---|
| CRD # | 122166 |
| SEC # | 801-61567 |
| CIK # | 0001389400 |
| AUM | 5,236.0 M (2026-05-18) |
| Employees | 30 (77% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 406-655-3960 |
| Address | 2700 King Ave W Billings, MT 59102 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 27.6 | ||
| Caterpillar Inc | 24.0 | ||
| ASML Holding NV | 23.6 | ||
| Microsoft Corp | 22.9 | ||
| J P Morgan Chase & Co | 21.8 | ||
| Amazon Com Inc | 21.3 | ||
| Merck & Co Inc | 21.3 | ||
| Cisco Systems Inc | 20.3 | ||
| Alphabet Inc | 18.1 | ||
| Nvidia Corp | 17.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 960 | 0.3 |
| (b) Individuals (high net worth individuals) | 379 | 1.0 |
| (c) Banking or thrift institutions | 8 | 3.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 0.3 |
| (h) Charitable organizations | 64 | 0.2 |
| (i) State or municipal government entities | 12 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 66 | 0.2 |
| (n) Other | 15 | 0.0 |
| Total | 3,098 | 5.2 |
| By Discretionary | ||
| Discretionary | 2,808 | 1.8 |
| Non-Discretionary | 290 | 3.5 |
| Total | 3,098 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 3,098 | 5.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001389400] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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