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 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
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
Matthew 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 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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