# STAPLETON FINANCIAL GROUP

STAPLETON FINANCIAL GROUP of BILLINGS, MT is an SEC-registered investment adviser.

## Registration

- CRD: 284716
- Type: SEC-registered investment adviser
- SEC file number: 801-108229
- 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)

| Name | Role | Location |
| --- | --- | --- |
| STAPLETON COREY MARK | MANAGING MEMBER, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/284716/brochure
- Similar advisers: https://search.stillhousedata.com/firm/284716/similar
- Related entities: https://search.stillhousedata.com/firm/284716/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/284716

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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.