Stadion Money Management, LLC is a large advisory firm based in Watkinsville. It manages $2.89 billion of regulatory assets for 65,981 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Stadion Money Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and signal/research provider. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Stadion Money Management, LLC is $2.89 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Stadion Money Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, high net worth individuals, and pooled investment vehicles. The largest group of clients of Timothy Allen Chapman is pooled investment vehicles with 47 clients and $1.97 billion of assets under management. Among the 9 most similar advisory firms, Stadion Money Management has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.89 billion for 42,006 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Stadion Money Management doesn't advise any private funds.
The company employs 58 people that are either part- or full-time employees. 52 percent of the employees work as investment advisers or researchers. 31 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Timothy Allen Chapman has been acting as President since 1 Jul 2016. Bradley Adam Thompson has served as the Chief Investment Officer since 1 Apr 2011. Holly Graves Macmillan joined the executive team most recently as the Chief Marketing Officer.
The principal office where Stadion Money Management, LLC performs its advisory services is located at 1061 Cliff Dawson Rd, Watkinsville, GA 30677, which is also the mailing address of the firm. An additional office of the firm is in Dedham, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 706-583-5144 or by fax 706-353-9832. The normal business hours are 9:00 to 5:00 edt on Monday - Friday. You can find more information about the New York firm at stadionfunds.com.