RIA Intel›Advisers›California›STACK ASSET MANAGEMENT INC.

STACK ASSET MANAGEMENT INC.

Advisory

SAN DIEGO, CA

Data as of Jan 9, 2026 · Source: SEC Form ADV

Rank in CA

#4,260

of 5,480 advisers by AUM

Average account

$688K

across 30 accounts

AUM per adviser

$10M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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