{
  "crd_number": 110425,
  "slug": "matson-money-inc-mason-oh-110425",
  "primary_business_name": "MATSON MONEY, INC.",
  "legal_name": "MATSON MONEY, INC.",
  "dbas": [],
  "city": "Mason",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17140",
  "metro": {
    "cbsa_code": "17140",
    "common_name": "Cincinnati",
    "msa_name": "Cincinnati, OH-KY-IN",
    "path": "/advisors/oh/cincinnati"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1991-12-05",
  "years_registered": 34,
  "period": "2026-10-01",
  "filing_date": "2026-05-15",
  "carried_forward": false,
  "raum_total": 24328585878.0,
  "raum_discretionary": 24328585878.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 69,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 80627555.0,
      "count": 81
    },
    "individuals": {
      "raum": 5364517114.0,
      "count": 26217
    },
    "state_municipal": {
      "raum": 11015832.0,
      "count": 75
    },
    "investment_companies": {
      "raum": 12078379511.0,
      "count": 6
    },
    "pension_profit_sharing": {
      "raum": 391666202.0,
      "count": 477
    },
    "high_net_worth_individuals": {
      "raum": 6304323188.0,
      "count": 2962
    },
    "corporations_other_businesses": {
      "raum": 98056476.0,
      "count": 167
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://aac24.matsonmoney.com",
    "https://adx.matsonmoney.com",
    "https://facebook.com/MATSONMONEY",
    "https://facebook.com/profile.php?id=61577157347272",
    "https://instagram.com/MARKMATSON1",
    "https://instagram.com/MATSONMONEY",
    "https://investing.science",
    "https://lifeonpurpose.com",
    "https://lifeonpurpose.net",
    "https://lifeonpurpose.us",
    "https://linkedin.com/COMPANY/MATSON-MONEY",
    "https://linkedin.com/IN/MARKMATSON",
    "https://markmatsoncomplaints.com",
    "https://markmatsonreviews.com",
    "https://markmatsonscams.com",
    "https://matsonmoney.com",
    "https://matsonmoney.net",
    "https://ria.matsonmoney.com",
    "https://tiktok.com/@THE.MARKMATSON",
    "https://vimeo.com/user103024884",
    "https://x.com/MARKMATSON",
    "https://x.com/MATSONMONEY",
    "https://youtube.com/@mark_matson",
    "https://youtube.com/matsonmoney"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110425",
  "city_as_filed": "MASON",
  "url": "https://advisorcensus.com/firm/matson-money-inc-mason-oh-110425",
  "display_name": "Matson Money, Inc.",
  "summary": "Matson Money, Inc. is an SEC-registered investment advisory firm in Mason, OH, registered since 1991, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 15, 2026.",
  "citation": "AdvisorCensus. Matson Money, Inc. (CRD 110425): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Matson Money, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Matson Money, Inc. reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Matson Money, Inc. located?",
      "a": "Matson Money, Inc.'s principal office is in Mason, OH, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Matson Money, Inc. registered with the SEC or a state?",
      "a": "Matson Money, Inc. is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 110425."
    },
    {
      "q": "How much does Matson Money, Inc. manage?",
      "a": "Matson Money, Inc. reports $24,328,585,878 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have Matson Money, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Matson Money, Inc.: Regulatory assets under management: $16,362,928,646 in the October 2021 data and $24,328,585,878 in the October 2026 data, up 49%. Total employees: 76 in October 2021 and 69 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Matson Money, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26,217); high net worth individuals (2,962); pension and profit sharing plans (but not the plan participants or government pension plans) (477)."
    },
    {
      "q": "Which custodians does Matson Money, Inc. use?",
      "a": "Matson Money, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Matson Money, Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110425"
    },
    {
      "q": "What changed in Matson Money, Inc.'s recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 10 to 9. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 16362928646.0,
      "total_employees": 76,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 19222844988.0,
      "total_employees": 72,
      "filing_date": "2022-08-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 17683543587.0,
      "total_employees": 69,
      "filing_date": "2023-05-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 19647408985.0,
      "total_employees": 61,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 20570944739.0,
      "total_employees": 72,
      "filing_date": "2025-07-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 24328585878.0,
      "total_employees": 69,
      "filing_date": "2026-05-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 10 to 9.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $20,570,944,739 to $24,328,585,878 (+18%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Axos Clearing LLC",
      "name_as_filed": "AXOS CLEARING LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/matson-money-inc-mason-oh-110425.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 26217,
      "fewer_than_5": false,
      "raum": 5364517114.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2962,
      "fewer_than_5": false,
      "raum": 6304323188.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 6,
      "fewer_than_5": false,
      "raum": 12078379511.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 477,
      "fewer_than_5": false,
      "raum": 391666202.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 81,
      "fewer_than_5": false,
      "raum": 80627555.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 75,
      "fewer_than_5": false,
      "raum": 11015832.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 167,
      "fewer_than_5": false,
      "raum": 98056476.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/110425",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}