STADION MONEY MANAGEMENT, LLC
Firm details
- Headquarters
- WATKINSVILLE, Georgia
- CRD number
- 112608
- Registered since
- January 31, 1994
- Website
- stadionmoney.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Other20%
Owners & executives
2 of 2MICHAEL ISAAC
Chief Compliance OfficerCRD 3272895
MICHAEL CHLAN
COO/CTOCRD 5814372
Contacts
3 of 12MATTHEW LOWELL
VP, Retirement ConsultantCRD 6306390
CLAYTON FRESK
Portfolio ManagerCRD 4448822
DANIEL FAY
Senior Vice PresidentCRD 3233746
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$1.6B in ETFs
54%
$853M
15%
$738M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $252M | 3,296,538 | 15.86% |
Location
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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