Stockman Wealth Management is an investment advisor in Billings with $4.47 bn assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Stockman Asset Management
SEC CIK
IRS number
331028994
SEC advisor number
801-61567
FINRA CRD number
122166
AUM ?
$4.47 bn
(as of 13 Apr 23)
Accounts
2,044
(as of 13 Apr 23)
Employees
26
(21 investment advisory or research)
Address
Stockman Wealth Management
402 N. BROADWAY
P.O. BOX 2507
BILLINGS
MT 59103-2507
402 N. BROADWAY
P.O. BOX 2507
BILLINGS
MT 59103-2507
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
(406) 655-3960
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
O'donnell, Ronald, Wayne | Chairman & CEO | 04/2014 | < 5% |
Bickle, Arthur, William | Board Member | 10/2002 | < 5% |
Coffee, William, Edward | Board Member | 10/2002 | < 5% |
Stockman Financial Corporation | Shareholder | 10/2002 | > 75% |
George, Eric, Mitchell | Executive Director | 01/2022 | < 5% |
Coffee, Caren, Lorene | Board Member | 03/2014 | < 5% |
Anderson, Jerry, Lane | Board Member - Vice Chair | 03/2014 | < 5% |
Neuman, Jessica, Renee | Managing Director & Chief Compliance Officer | 02/2022 | < 5% |
Coffee, Caren, Lorene | Trustee | 12/2011 | 25-50% |
Coffee, William, Edward | Trustee | 09/1998 | 25-50% |
Johnstone, Jeffrey, David | Board Member - Secretary | 04/2018 | < 5% |
Guenthner, Kevin, Jon | Board Member | 04/2018 | < 5% |
Morgret, Jeremy, Aaron | Board Member | 04/2018 | < 5% |
Ashby, David, William | Managing Director | 02/2019 | < 5% |
Zoanni, David, Anthony | Board Member | 04/2020 | < 5% |
Sigler, Karyn, Lee | Operations Manager | 02/2021 | < 5% |
Fawcett, Steven, Brett | Board Member | 04/2021 | < 5% |
Johns, Larry, Douglas | President & CIO | 01/2022 | < 5% |
Angland, Patrick, Herbert | Managing Director | 03/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22