Stockman Wealth Management, Inc.
Stockman Wealth Management, Inc. is a SEC Registered Investment Advisor (RIA) headquartered in Billings, Montana. Founded in 2002, though lineage traces back to the mid 1980s, the firm operates as an operationally independent unit of Stockman Financial Corp. They provide discretionary investment management and financial planning services primarily to private individuals, charities, non-profits, trusts, profit sharing plans, corporations, banks, and municipal governments. The company has approximately 30 employees with offices in several cities across Montana.
Investment Strategy
Stockman Wealth Management employs a fiduciary, fee-based discretionary investment management approach tailored for a diverse clientele, including individuals, institutions, and non-profit organizations. Their strategy focuses on preserving and growing clients' wealth with attention to multigenerational and complex financial planning solutions. The firm integrates thorough financial planning with investment management, aiming to create paths towards financial independence. They emphasize customization, risk management, and a long-term planning perspective.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MBB | ISHARES TR | 5.83% | $47.0M | 493,525 | $94.00 | $95.15 | +$7.2M |
I IJR | ISHARES TR | 5.17% | $41.7M | 350,608 | $100.19 | $118.83 | +$3.7M |
I IGSB | ISHARES TR | 4.19% | $33.8M | 636,954 | $51.22 | $53.03 | +$790.1K |
I IDEV | ISHARES TR | 4.12% | $33.2M | 414,108 | $62.07 | $80.17 | +$2.5M |
I IJH | ISHARES TR | 3.55% | $28.6M | 438,357 | $58.74 | $65.26 | +$3.3M |