{ "crd_number": 112608, "slug": "stadion-money-management-llc-watkinsville-ga-112608", "primary_business_name": "STADION MONEY MANAGEMENT, LLC", "legal_name": "STADION MONEY MANAGEMENT, LLC", "dbas": [ "STADION" ], "city": "Watkinsville", "state": "GA", "country": "United States", "cbsa_code": "12020", "metro": { "cbsa_code": "12020", "common_name": "Athens", "msa_name": "Athens-Clarke County, GA", "path": "/advisors/ga/athens" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "1994-01-31", "years_registered": 32, "period": "2026-10-01", "filing_date": "2026-03-16", "carried_forward": false, "raum_total": 2688655028.0, "raum_discretionary": 2688655028.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 39, "advisory_employees": 12, "client_count_bucket": null, "clients_by_type": { "individuals": { "raum": 1471453724.0, "count": 49562 }, "pooled_investment_vehicles": { "raum": 1217201304.0, "count": 64 } }, "compensation_types": [ "other", "percentage_of_aum" ], "advisory_activities": [ "other", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": true, "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://linkedin.com/COMPANY/499318", "https://stadionmoney.com", "https://stadionstoryline.com", "https://twitter.com/StadionMoney" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112608", "city_as_filed": "WATKINSVILLE", "url": "https://advisorcensus.com/firm/stadion-money-management-llc-watkinsville-ga-112608", "display_name": "Stadion Money Management, LLC", "summary": "Stadion Money Management, LLC is an SEC-registered investment advisory firm in Watkinsville, GA, registered since 1994, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 16, 2026.", "citation": "AdvisorCensus. Stadion Money Management, LLC (CRD 112608): 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 pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Other" ], "quick_answers": [ { "q": "How is Stadion Money Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Stadion Money Management, LLC 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 Stadion Money Management, LLC located?", "a": "Stadion Money Management, LLC's principal office is in Watkinsville, GA, according to its Form ADV." }, { "q": "Is Stadion Money Management, LLC registered with the SEC or a state?", "a": "Stadion Money Management, LLC is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 112608." }, { "q": "How much does Stadion Money Management, LLC manage?", "a": "Stadion Money Management, LLC reports $2,688,655,028 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary)." }, { "q": "How have Stadion Money Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Stadion Money Management, LLC: Regulatory assets under management: $2,353,103,146 in the October 2021 data and $2,688,655,028 in the October 2026 data, up 14%. Total employees: 40 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Stadion Money Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49,562); pooled investment vehicles (other than investment companies and business development companies) (64)." }, { "q": "Which custodians does Stadion Money Management, LLC use?", "a": "Stadion Money Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Ascensus Trust Company, Benefit Trust Company (Equitable), Fifth Third Bancorp (Lincoln) and State Street Bank & Trust Co (Ameritas) as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Stadion Money Management, LLC 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/112608" }, { "q": "What changed in Stadion Money Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 13 to 12." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2353103146.0, "total_employees": 40, "filing_date": "2021-09-20" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2442089754.0, "total_employees": 41, "filing_date": "2022-06-03" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2046953608.0, "total_employees": 39, "filing_date": "2023-06-21" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2332860175.0, "total_employees": 42, "filing_date": "2024-02-14" }, { "period": "2025-10-01", "regulatory_assets_under_management": 2468297204.0, "total_employees": 39, "filing_date": "2025-03-10" }, { "period": "2026-10-01", "regulatory_assets_under_management": 2688655028.0, "total_employees": 39, "filing_date": "2026-03-16" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 13 to 12." ] }, { "period": "2026-02-01", "period_label": "February 2026", "notes": [ "Updated its list of owners and control persons (Schedule A)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Ascensus Trust Company", "name_as_filed": "ASCENSUS TRUST COMPANY", "affiliated": false }, { "name": "Benefit Trust Company (Equitable)", "name_as_filed": "BENEFIT TRUST COMPANY (EQUITABLE)", "affiliated": false }, { "name": "Fifth Third Bancorp (Lincoln)", "name_as_filed": "FIFTH THIRD BANCORP (LINCOLN)", "affiliated": false }, { "name": "State Street Bank & Trust Co (Ameritas)", "name_as_filed": "STATE STREET BANK & TRUST CO (AMERITAS)", "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/stadion-money-management-llc-watkinsville-ga-112608.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 49562, "fewer_than_5": false, "raum": 1471453724.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 64, "fewer_than_5": false, "raum": 1217201304.0 } ], "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/112608", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }