STAPLETON FINANCIAL GROUP

STAPLETON FINANCIAL GROUP of BILLINGS, MT is an SEC-registered investment adviser (CRD 284716). Regulatory assets under management: $15.8M.

Registration

• CRD: 284716
• SEC file number: 801-108229
• Type: Registered investment adviser
• Location: 1511 14TH STREET WEST, BILLINGS, MT, 59102
• Phone: 406-655-3800
• Latest filing: 2026-03-16
• Regulatory AUM: $15.8M
• Discretionary AUM: $15.8M
• Clients: 1
• Accounts: 98

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 284716 on SEC IAPD (source of record)
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