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David Ashby

Managing Director at Stockman Wealth Management in Helena, MT

Investment adviser registrationUpdated

David Ashby is Managing Director of Stockman Wealth Management, Inc., an investment adviser managing $5.24B, and works from its Helena, MT office. David Ashby has been registered as an investment adviser representative through Stockman Wealth Management since 1 December 2016 and has 9 years in the industry across 1 firm.

9
Years in industry
9
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

David Ashby has been Managing Director of Stockman Wealth Management since February 2019, is a control person of the firm and directly owns under 5% of it.

Stockman Wealth Management, Inc. is a Billings, MT firm with $5.24B under management, 1,532 clients and 23 advisers across 9 offices, as of its July 2026 filing.

  1. Investment Management GroupCurrent
    – present · 9 years
    Helena, MT · Adviser representative · Firm CRD 122166

Credentials and registrations

Investment adviser representative registrations

David Ashby is registered as an investment adviser representative in Montana, since December 2016.

  • MontanaSince 1 December 2016

Examinations

No examinations are on David Ashby’s record.

Key facts

Full name
David William Ashby
CRD
6731431
Firm
Stockman Wealth Management · CRD 122166
Role
Managing Director
Office
3094 North Sanders Street, Helena, MT 59601
Registration
Investment adviser registration
In the industry since
November 2016
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does David Ashby work?

David Ashby has been Managing Director of Stockman Wealth Management, Inc. since February 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 20 July 2026

Is David Ashby a financial advisor?

Yes. David Ashby has a current investment-adviser registration in Montana, through Stockman Wealth Management since December 2016.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does David Ashby have?

David Ashby has 9 years in the financial industry, since November 2016, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is David Ashby based?

David Ashby’s registered office is in Helena, MT.

Source: IAPD individual record, checked 22 October 2026

Is David Ashby registered with FINRA?

No. David Ashby has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify David Ashby’s record?

Search CRD 6731431 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Ashby’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Stockman Wealth Management

Sources

  1. IAPD individual record, CRD 6731431, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Stockman Wealth Management, Inc., filed 20 July 2026. Title, control and ownership bands.
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