STACK ASSET MANAGEMENT

Overview

Stack Asset Management operates as a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. With a concentrated client base, the firm skews toward managed public fund exposures rather than heavy direct-equity trading, and it supplements core portfolios with selected third-party alternative strategies. The advisor uses a percentage-of-AUM fee model and serves primarily individual and family clients, suggesting a relationship-driven approach with ongoing discretionary management. Investment activity emphasizes pooled public funds as the main building block of client portfolios, while the firm also allocates to targeted alternatives—private placements, real estate, commodities and oil & gas—when seeking return or diversification beyond liquid markets. Stack Asset Management is not positioned as an ESG-focused manager, does not operate multi-state as an active multi-state adviser, and does not describe pension consulting or capital allocator activities on its profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices