Stadion Money Management, LLC

RIASEC RegisteredEst. 1994
Total AUM
$2.7B
Discretionary
$2.7B
100% of AUM
Avg account
$54.2K
Accounts
49,626
Employees
39
Advisory reps
14

Firm details

Headquarters
Watkinsville, Georgia
CRD number
112608
Registered since
January 31, 1994
Custodians
FIFTH THIRD BANCORP (LINCOLN), STATE STREET BANK & TRUST CO (AMERITAS), ASCENSUS TRUST, BENEFIT TRUST COMPANY (EQUITABLE)
Fee structure
Percentage of AUM, Other
Client types
  • Individuals54.73%
  • Pooled Investment Vehicles45.27%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Stadion Money Management, LLC is a limited liability company that has operated as an SEC-registered investment adviser since 1994. The firm is classified as a non-independent retail RIA and combines asset-based fees with other fee arrangements. Its client base includes individual and family investors as well as institutional clients. Advisory services emphasize portfolio management across individual and small-business accounts, pooled investment vehicles, and businesses or institutions. Stadion identifies as an "other financial product salesperson" in its business activities and does not report being an active ESG investor or a capital allocator. The firm's public filings signal a portfolio approach that leans heavily on pooled public funds and ETFs rather than direct security selection or bespoke alternative strategies. Stadion does not describe itself as a multi-state adviser in the filing summary.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 80%, Other 20%80%
  • Public Funds/Mutual Funds80%
  • Other20%

Owners & executives

2 of 2
  • Michael Isaac

    Michael Isaac

    Chief Compliance OfficerCRD 3272895

  • Michael Chlan

    Michael Chlan

    COO/CTOCRD 5814372

Contacts

3 of 12
  • Matthew Lowell

    Matthew Lowell

    VP, Retirement ConsultantCRD 6306390

  • Clayton Fresk

    Clayton Fresk

    Portfolio ManagerCRD 4448822

  • Daniel Fay

    Daniel Fay

    Senior Vice PresidentCRD 3233746

Unlock 9 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 37

Active vs passive

$1.8B in ETFs

Passive

56%

$1B

Active

14%

$789M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$274M3,116,02215.27%

Location

Primary office

Watkinsville, GA

Oconee

Location

Watkinsville, GA

Headquartered in Watkinsville, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Oconee
Address
1061 Cliff Dawson Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth