RIA Intel›Advisers›Montana›STAFFORD FINANCIAL, LLC

STAFFORD FINANCIAL, LLC

Advisory

MT

Data as of Apr 3, 2026 · Source: SEC Form ADV

Average account
$692K
across 21 accounts
AUM per adviser
$15M
1 adviser

Source: SEC Form ADV. Figures as filed Apr 3, 2026.

Total AUM
$15M
Discretionary %
72.4%
Clients
21
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$15M
Discretionary AUM$11M
Non-Discretionary AUM$4M
Discretionary %72.4%
Total Clients21
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMT, WY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MT

Closest by assets under management. All figures from Form ADV.

H R FINANCIAL SERVICES, INC.
$16M
STAPLETON & CO., LLC DBA STAPLETON FINANCIAL GROUP
BILLINGS, MT
$16M
HARGIS CAPITAL MANAGEMENT, INC.
BOZEMAN, MT
$12M
-52.0% 1Y
SAPPHIRE FINANCIAL STRATEGIES, L.L.C.
MISSOULA, MT
$18M
YELLOWSTONE INVESTMENT PLANNERS, INC.
$11M
KTE CAPITAL MANAGEMENT, LLC
$11M

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