Stadion Money Management, LLC (Watkinsville)


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.

Stadion Money Management: assets under management

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 firm manages $2.89 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $43.83 thousand each.

Investments

The firm invests in other assets the most. They account for 80% of the total AUM. The second-largest asset type is investment and business development companies, which make up 12% of the firm’s portfolio. Investments in cash and cash equivalents form 8% of the total invested assets.

Fees & Commissions

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.

What kind of clients Timothy Allen Chapman serves?

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.

Careers at Stadion Money Management, LLC

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.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Michael Chlan Chief technology officer / chief operating officer 1 Mar 2004 Other 5814372
Judson Philip Doherty President/chief financial officer 1 Oct 2004 Other 3042194
Timothy Allen Chapman Ceo 1 May 2006 75% - 100% 1017416
Bradley Adam Thompson Chief investment officer 1 Sep 2006 Other 1847556
Mary Lou Hudspeth Shareholder 1 Jun 2009 Other 5813787
Michael David Isaac Chief compliance officer 1 Apr 2010 Other 3272895
Michael David Isaac Chief compliance officer 1 Apr 2011 Other 3272895
Bradley Adam Thompson Chief investment officer 1 Apr 2011 Other 1847556
Michael Chlan Chief technology officer / chief operating officer 1 Apr 2011 Other 5814372
Inc. Stadion Money Management Member (common units) 1 Apr 2011 25% - 50% 58-2099805
Judson Philip Doherty President/chief financial officer 1 Apr 2011 Other 3042194
L.P. Ta Xi Smm Aiv Member (preferred units) 1 Jun 2011 25% - 50% 45-1652989
L.P. Ta Ap Vi Smm Aiv Member (preferred units) 1 Jun 2011 Other 45-1651085
Roger B. Kafker Elected manager 1 Jun 2011 Other 4426863
Michael Roy Burns Elected manager 1 Jun 2011 Other 4053153
Duane Leo Bernt Chief financial officer 1 Sep 2011 Other 4013955
Judson Philip Doherty President, ceo 1 Apr 2015 Other 3042194
Timothy Allen Chapman Executive chairman 1 Apr 2015 Other 1017416
Timothy Allen Chapman Chairman 1 Jul 2016 Other 1017416
David Allen Lacusky Chief distribution officer 1 Dec 2016 Other 2927908
Holly Graves Macmillan Chief marketing officer 1 Feb 2017 Other 2652069

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
L.P. Ta Associates Xi Gp General partner 1 Jun 2011 Other 26-4726952
Ta Associates Ap Vi L.P. General partner 1 Jun 2011 Other 26-1320125
L.P. Ta Associates General partner 1 Jun 2011 Other 04-3205751
Inc. Ta Associates General partner 1 Jun 2011 Other 04-3205751

Based in Watkinsville

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.