Matson Money, Inc.

RIASEC Registered

Total AUM

$24.3B

Discretionary

$24.3B

100% of AUM

Avg account

$812K

Accounts

29,979

Employees

Advisory reps

Firm details

Headquarters: Mason, Ohio
CRD number: 110425
Registered since: December 5, 1991
Website: www.matsonmoney.com
Custodians: AXOS CLEARING LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: Investment Companies49.65%
HNWI25.91%
Individuals22.05%
Pension & Profit Sharing Plans1.61%
Corporations / Businesses0.4%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Matson Money, Inc. is a corporate registered investment adviser that has been SEC-registered since 1991. The firm serves both individual and family clients as well as institutional accounts, charging fees that include a percentage of assets under management alongside other fee arrangements. Core advisory services include portfolio management for individuals, small businesses and investment companies, plus a client-education component delivered through periodic publications and seminars. The firm does not self-identify as an active ESG investor and is not listed as a capital allocator in the provided data. Its business mix combines discretionary portfolio management with ongoing client communication and educational outreach, which suggests a model built around managed accounts supported by repeat client engagement.