# Matson Money, Inc.

> 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.

- CRD: 110425
- Filed as: MATSON MONEY, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mason, OH
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110425
- AdvisorCensus page: https://advisorcensus.com/firm/matson-money-inc-mason-oh-110425

## Quick answers

**How is Matson Money, Inc. compensated?**
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.

**Where is Matson Money, Inc. located?**
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).

**Is Matson Money, Inc. registered with the SEC or a state?**
Matson Money, Inc. is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 110425.

**How much does Matson Money, Inc. manage?**
Matson Money, Inc. reports $24,328,585,878 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**How have Matson Money, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Matson Money, Inc. serve?**
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).

**Which custodians does Matson Money, Inc. use?**
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.

**Does Matson Money, Inc. report any disciplinary disclosures?**
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

**What changed in Matson Money, Inc.'s recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $24,328,585,878
- Discretionary: $24,328,585,878
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26,217 | $5,364,517,114 |
| High net worth individuals | 2,962 | $6,304,323,188 |
| Investment companies | 6 | $12,078,379,511 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 477 | $391,666,202 |
| Charitable organizations | 81 | $80,627,555 |
| State or municipal government entities (including government pension plans) | 75 | $11,015,832 |
| Corporations or other businesses not listed above | 167 | $98,056,476 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 1991 (34 years)
- Employees: 69 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- aac24.matsonmoney.com
- adx.matsonmoney.com
- investing.science
- lifeonpurpose.com
- lifeonpurpose.net
- lifeonpurpose.us
- markmatsoncomplaints.com
- markmatsonreviews.com
- markmatsonscams.com
- matsonmoney.com
- matsonmoney.net
- ria.matsonmoney.com
- vimeo.com/user103024884
- Facebook @MATSONMONEY
- Facebook facebook.com
- Instagram @MARKMATSON1
- Instagram @MATSONMONEY
- LinkedIn @MATSON-MONEY
- LinkedIn @MARKMATSON
- TikTok @THE.MARKMATSON
- X @MARKMATSON
- X @MATSONMONEY
- YouTube @mark_matson
- YouTube @matsonmoney

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $16,362,928,646 | 76 | March 31, 2021 |
| October 2022 | $19,222,844,988 | 72 | August 1, 2022 |
| October 2023 | $17,683,543,587 | 69 | May 11, 2023 |
| October 2024 | $19,647,408,985 | 61 | March 29, 2024 |
| October 2025 | $20,570,944,739 | 72 | July 19, 2025 |
| October 2026 | $24,328,585,878 | 69 | May 15, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 10 to 9.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Matson Money, Inc. (CRD 110425): Form ADV filing data as of October 2026.