Stadion Money Management, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 112608
· SEC file 801-45601
· Watkinsville, GA
· WWW.STADIONSTORYLINE.COM
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ADV data as of Mar 16, 2026
- Regulatory AUM
- $2.7B
- Discretionary
- $2.7B
- Clients
- 49,626
- Avg AUM / client
- $54.2K
- Accounts
- 49,626
- Employees
- 39
AUM over time
$2.0B
$6.0B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 49,562 | $1.5B | 54.7% |
| Pooled investment vehicles (non-investment companies) | 64 | $1.2B | 45.3% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael David Isaac | Chief Compliance Officer | Aug 2010 (16y) | Less than 5% | |
| Chlan, Michael | Chief Technology Officer / Chief Operating Officer | Apr 2011 (15y) | Less than 5% | |
| Duane Leo Bernt | President And Ceo | CFA | Jul 2013 (13y) | Less than 5% |
| Lacey, Christopher, Todd | Chief Revenue Officer And Secretary | Aug 2022 (4y) | Less than 5% | |
| Marie Elizabeth Kelley | Registered representative | Jul 2008 (18y) | ||
| Ashley Clayton Reinhardt | Registered representative | Jul 2010 (16y) | ||
| William Kerr Mcgowan | Registered representative | Aug 2010 (16y) | ||
| Jason A Hewell | Registered representative | Aug 2011 (15y) | ||
| Rachel Katherine Kilch | Registered representative | Dec 2014 (12y) | ||
| Donald Stephen Mason | Registered representative | Mar 2015 (11y) | ||
| Clayton Adam Fresk | Registered representative | CFA | Mar 2016 (10y) | |
| Tyler Borders Brewton | Registered representative | Jul 2016 (10y) | ||
| Daniel Stephen Fay | Registered representative | Feb 2019 (7y) | ||
| Hazel Jane Allen | Registered representative | Jun 2023 (3y) | ||
| Matthew Carl Lowell | Registered representative | Jan 2024 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Smart Managed Solutions, Inc. | Holding Company | Apr 2022 | A | 75% or more |
| Smart Pension Ltd | Parent Company | Oct 2020 | B | ≈ 42.19% – 100% via Smart Usa Co |
| Smart Usa Co | Parent Company | Mar 2022 | B | ≈ 56.25% – 100% via Smart Managed Solutions, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Smart Pension Ltd: 75% – 100% of Smart Usa Co × 75% – 100% of Smart Managed Solutions, Inc. × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Smart Usa Co: 75% – 100% of Smart Managed Solutions, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (57)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Butler County Childrens Center, Inc. Employees Savings Trust | Butler County Childrens Center Inc. | 123 | $5.6M | 07/01/2024 |
| Bootheel Counseling Services Retirement Plan | Bootheel Counseling Services, Inc. | 144 | $5.9M | 07/01/2024 |
| Hawthorne Foundation Inc. Retirement Plan & Trust | Hawthorne Foundation, Inc. | 240 | $7.2M | 07/01/2024 |
| Westmoor Manufacturing Company Profit Sharing Plan And Trust | Westmoor Manufacturing Company | 126 | $9.6M | 07/01/2024 |
| Nebraska Children's Home Society 401(k) Retirement Plan | Nebraska Children's Home Society | 60 | $3.2M | 07/01/2024 |
| Allan Gerke & Sons, Inc. 401(k) Plan | Allan Gerke & Sons, Inc. | 278 | $11.5M | 07/01/2024 |
| Hth Companies, Inc. Retirement Plan | Hth Companies, Inc. | 504 | $7.2M | 01/01/2024 |
| Holzhauer 401(k) And Profit Sharing Plan | Holzhauer Auto & Truck Sales, Inc. | 206 | $4.3M | 01/01/2024 |
| The Federal Savings Bank Retirement Plan | The Federal Savings Bank | 1,104 | $48.8M | 01/01/2024 |
| Wings N More Restaurants Llc 401(k) Plan | Wings N More Restaurants Llc | 123 | $5.1M | 01/01/2024 |
| Mcmichael & Gray, P.C. 401(k) Plan | Mcmichael & Gray, P.C. | 170 | $7.9M | 01/01/2024 |
| Ifb 401(k) Plan | International Finance Bank | 103 | $5.2M | 01/01/2024 |
| Riekes Equipment Company 401(k) Profit Sharing Plan | Riekes Equipment Company | 223 | $21.0M | 01/01/2024 |
| Sdi Gas, Llc Profit Sharing Plan | Sdi Gas Llc | 130 | $5.6M | 01/01/2024 |
| Yellowjacket Oilfield Services 401(k) Plan | Yellowjacket Oilfield Services | 284 | $8.6M | 01/01/2024 |
| 3 Hearts Llc 401(k) Plan | 3 Hearts Llc | 84 | $197K | 01/01/2024 |
| Shaft Drillers International, Llc 401(k) Profit Sharing Plan | Shaft Drillers International, Llc | 351 | $15.3M | 01/01/2024 |
| Division 5, Llc Profit Sharing Plan | Division 5, Llc. | 102 | $6.9M | 01/01/2024 |
| Multistack, Llc 401(k) Plan | Multistack, Llc | 232 | $8.2M | 01/01/2024 |
| Rocky Vista University, Llc 401(k) Retirement Plan | Rocky Vista University, Llc | 473 | $26.1M | 01/01/2024 |
| Ceda Of Cook County, Inc. Savings Plan | Community And Economic Development Association Of Cook County, Inc. | 404 | $17.4M | 01/01/2024 |
| American General Media Profit Sharing And 401(k) Plan | Agm California Inc | 98 | $7.4M | 01/01/2024 |
| K W Electric 401(k)/Retirement Plan | K W Electric, Inc. | 101 | $14.2M | 01/01/2024 |
| Sprouts Farmers Market 401(k) Plan | Ronald Cohn, Inc. | 0 | $0 | 01/01/2024 |
| Framestore Inc. 401(k) Plan | Framestore Inc. | 256 | $9.6M | 01/01/2024 |
Top 25 of 57 plans by assets.
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • MINIMUM ACCOUNT FEES IN CONJUNCTION WITH ASSET-BASED FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Fifth Third Bank $435M (16% of AUM) Mar 2026
- State Street $334M (12% of AUM) Mar 2026
- Ascensus Trust Company $216M (8% of AUM) Mar 2026
- BNY Mellon $207M (8% of AUM) Oct 2022
- Benefit Trust Company $188M (7% of AUM) Mar 2026
- Us Bancorp $156M (6% of AUM) Oct 2022
- National Financial Services (Fidelity) $39.5M (1% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗