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 LLC that operates as a non-independent retail registered investment adviser; it is registered with the SEC (initial registration in 1994). The firm serves both individual and family clients as well as institutional accounts and provides portfolio management across individual/small business accounts, pooled investment vehicles, and institutional/business mandates. Its compensation model is primarily a percentage of assets under management, supplemented by other fee arrangements tied to its broader product distribution activities. Stadion also acts in a capacity described as an “other financial product salesperson,” which aligns with the firm’s use of a mix of mutual funds, ETFs and annuity products in client programs. The firm does not report itself as an active ESG investor.
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 2
Michael Isaac
Chief Compliance OfficerCRD 3272895
Michael Chlan
COO/CTOCRD 5814372
Contacts
3 of 12
Ashley Reinhardt
Internal Retirement ConsultantCRD 5794752
Donald Mason
VP, Retirement ConsultantCRD 5825074
Clayton Fresk
Portfolio ManagerCRD 4448822
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$1.8B in ETFs
56%
$1B
14%
$789M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $274M | 3,116,022 | 15.27% |
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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