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 an SEC-registered investment adviser organized as an LLC and operating since 1994. The firm serves both individual & family clients and institutional clients, offering fee arrangements that include percentage-of-AUM and other fee types. Its advisory work spans multi-client portfolio management (individuals and small businesses), management of pooled investment vehicles, and institutional/business portfolio management. Stadion is not positioned as an ESG-focused allocator, is not multi-state registered as an adviser, and does not identify as a capital allocator. The firm is also categorized as engaging in other financial product sales and lists an affiliation as an investment adviser-type business. Ownership is a mix of a domestic entity and individual ownership rather than a broader corporate parent.

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

FINTRX

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

    Chief Compliance OfficerCRD 3272895

  • MICHAEL CHLAN

    COO/CTOCRD 5814372

Contacts

3 of 12
  • MATTHEW LOWELL

    VP, Retirement ConsultantCRD 6306390

  • CLAYTON FRESK

    Portfolio ManagerCRD 4448822

  • DANIEL FAY

    Senior Vice PresidentCRD 3233746

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 36

Active vs passive

$1.6B in ETFs

Passive

54%

$853M

Active

15%

$738M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)State Street$252M3,296,53815.86%

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth