STADION MONEY MANAGEMENT, LLC
Adviser information for STADION MONEY MANAGEMENT, LLC last updated from Form ADV on February 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 42 |
|---|---|
| Investment Advisory/Research | 14 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 15 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 50,984 | $2.3B |
| Non-Discretionary | 0 | $0 |
| Total | 50,984 | $2.3B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 50,920 | $857.8M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 64 | $1.5B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMMINIMUM ACCOUNT FEES IN CONJUNCTION WITH ASSET-BASED FEES |
| Other Business Activities | TECHNOLOGY PROVIDER |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 2.3B |
| Both for Same | 0 |
| Portfolio Manager to Program | Sponsor |
|---|---|
| PLAN CONNECT | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY |
| CUNA MUTUAL RETIREMENT SOLUTIONS | CMFG LIFE INSURANCE COMPANY |
| HORACE MANN RETIREMENT ADVANTAGE | HORACE MANN |
| AMERITAS CHOICE | AMERITAS LIFE INSURANCE CORP. |
| UNITED | MUTUAL OF OMAHA |
| LINCOLN DIRECTOR | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| COMPANION | MUTUAL OF OMAHA |
| MANAGED ACCOUNT PROGRAM | EPIC ADVISORS, INC. |
| AMERITAS ELITE | AMERITAS LIFE INSURANCE CORP. |
| MANAGED ACCOUNT PROGRAM | JULY BUSINESS SERVICES |
| MANAGED ACCOUNT PROGRAM | THE RETIREMENT PLAN COMPANY |
| NATIONWIDE FLEX ADVANTAGE | NATIONWIDE LIFE INSURANCE COMPANY |
| NATIONWIDE CLEAR ADVANTAGE | NATIONWIDE LIFE INSURANCE COMPANY |
| AMERITAS ADVANTAGE | AMERITAS LIFE INSURANCE CORP. |
| MANAGED ACCOUNT PROGRAM | ALLIANCE BENEFIT GROUP ROCKY MOUNTAIN |
| MANAGED ACCOUNT PROGRAM | ASCENSUS LLC |
| TARGET PRO PORTFOLIOS | THE STANDARD |
| MANAGED ACCOUNT PROGRAM | TOUCHSTONE RETIREMENT GROUP |
Principal Office
1061 CLIFF DAWSON RDWATKINSVILLE
GA
United States
Monday - Friday, 9:00 TO 5:00 EDT
Tel: 706-583-5144, Fax: 706-353-9832
Chief Compliance Officer
MICHAEL ISAAC
CCO
1061 CLIFF DAWSON RD
WATKINSVILLE
GA
United States
Tel:
706-583-5230
Fax:
706-353-9832
M*****@***************M
(Full email address available in API data)
Regulatory Contact
DUANE BERNT
PRESIDENT AND CEO
1061 CLIFF DAWSON RD
WATKINSVILLE
GA
United States
Tel:
706-583-5220
D**********@***************M
(Full email address available in API data)
Industry Affiliates
| PROMANAGE, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ISAAC, MICHAEL, DAVID | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2011 | < 5% |
| CHLAN, MICHAEL | Individual | – | CHIEF TECHNOLOGY OFFICER / CHIEF OPERATING OFFICER | 04/2011 | < 5% |
| BERNT, DUANE, LEO | Individual | – | PRESIDENT AND CEO | 03/2022 | < 5% |
| SMART PENSION LTD | Foreign Entity | SMART USA CO | PARENT COMPANY | 10/2020 | > 75% |
| LACEY, CHRISTOPHER, TODD | Individual | – | CHIEF REVENUE OFFICER AND SECRETARY | 08/2022 | < 5% |
| SMART MANAGED SOLUTIONS, INC. | Domestic Entity | – | HOLDING COMPANY | 04/2022 | > 75% |
| SMART USA CO | Domestic Entity | SMART MANAGED SOLUTIONS, INC. | PARENT COMPANY | 03/2022 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| BNY MELLON ETF TRUST | US LRG CP CORE | 77M | 743K | – |
| BNY MELLON ETF TRUST | CORE BOND ETF | 61M | 1M | – |
| BONDBLOXX ETF TRUST | BB RT USD HI YLD | 4M | 108K | – |
| BONDBLOXX ETF TRUST | BLOOMBERG SIX MN | 9M | 174K | – |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 17M | 786K | – |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 20M | 674K | – |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 7M | 282K | – |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 43M | 404K | – |
| INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 14M | 132K | – |
| INVESCO QQQ TR | UNIT SER 1 | 113M | 235K | – |
| ISHARES TR | 0-5 YR TIPS ETF | 13M | 133K | – |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 19M | 492K | – |
| SIMPLIFY EXCHANGE TRADED FUN | AGGREGATE BOND E | 9M | 419K | – |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 65M | 2M | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 192M | 5M | – |
| SPDR S&P 500 ETF TR | TR UNIT | 109M | 201K | – |
| SPDR SER TR | PORTFOLIO AGRGTE | 44M | 2M | – |
| SPDR SER TR | PORTFLI TIPS ETF | 18M | 706K | – |
| SPDR SER TR | PORTFOLIO S&P500 | 299M | 5M | – |
| SPDR SER TR | PORTFLI HIGH YLD | 4M | 188K | – |
| SPDR SER TR | PORTFOLIO S&P600 | 60M | 1M | – |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 25M | 643K | – |