# STOCKMAN WEALTH MANAGEMENT, INC.

STOCKMAN WEALTH MANAGEMENT, INC. of BILLINGS, MT is an SEC-registered investment adviser.

## Registration

- CRD: 122166
- Type: SEC-registered investment adviser
- SEC file number: 801-61567
- Location: 2700 KING AVE. W, BILLINGS, MT, 59102
- Phone: 406-655-3960
- Latest filing: 2026-07-20
- Regulatory AUM: $5.2B
- Discretionary AUM: $1.8B
- Non-discretionary AUM: $3.5B
- Clients: 30
- Accounts: 3,098

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (52)

_Showing 25 of 52 people._

| Name | Role | Location |
| --- | --- | --- |
| George Scott Mitchell | PRESIDENT | Austin, TX |
| George Rothwell Mitchell | EXECUTIVE DIRECTOR; MANAGING DIRECTOR; PRESIDENT | — |
| Ronald Wayne O'Donnell | CHAIRMAN & CEO | — |
| Arthur William Bickle | BOARD MEMBER | — |
| William Edward Coffee | BOARD MEMBER; TRUSTEE | — |
| Eric Mitchell George | EXECUTIVE DIRECTOR | — |
| Caren Lorene Coffee | BOARD MEMBER; TRUSTEE | — |
| Jerry Lane Anderson | BOARD MEMBER - VICE CHAIR | — |
| Jessica Renee Neuman | MANAGING DIRECTOR | — |
| Jeffrey David Johnstone | BOARD MEMBER - SECRETARY | — |
| Kevin Jon Guenthner | BOARD MEMBER | — |
| Jeremy Aaron Morgret | BOARD MEMBER | — |
| David William Ashby | MANAGING DIRECTOR | — |
| David Anthony Zoanni | BOARD MEMBER | — |
| Steven Brett Fawcett | BOARD MEMBER | — |
| Larry Douglas Johns | PRESIDENT & CIO; PRESIDENT & CIO & CCO | — |
| Patrick Herbert Angland | MANAGING DIRECTOR | — |
| Ronna Marie Voges | OPERATIONS MANAGER | — |
| John Elton Galt | CHIEF COMPLIANCE OFFICER | — |
| NEILS KERRY ROBERT | VICE PRESIDENT | — |
| REHBEIN DAVID ROBERT | MANAGING DIRECTOR | — |
| BICKLE A WILLIAM | BOARD MEMBER; SECRETARY; SHAREHOLDER | — |
| LUCAS GARY R | CHAIRMAN; CHAIRMAN AND CHIEF COMPLIANCE OFFICER; CHAIRMAN AND CHIEF EXECUTIVE OFFICER (+1 more) | — |
| ODONNELL RONALD | CHAIRMAN & CEO; CHAIRMAN, CEO; CHAIRMAN, CEO & CCO (+2 more) | — |
| LUCAS ROBERT C | SHAREHOLDER/TRUSTEE; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122166/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122166/similar
- Related entities: https://search.stillhousedata.com/firm/122166/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122166

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.