STACK ASSET MANAGEMENT

STACK ASSET MANAGEMENT of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 151247). Regulatory assets under management: $20.7M.

Registration

• CRD: 151247
• Type: Registered investment adviser
• Location: 10393 SAN DIEGO MISSION ROAD, SAN DIEGO, CA, 92108
• Phone: 619-231-3150
• Latest filing: 2026-01-09
• Regulatory AUM: $20.7M
• Discretionary AUM: $20.7M
• Clients: 2
• Accounts: 30

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 151247 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search