Stadion Money Manatement, Inc. (Watkinsville)

Name: Stadion Money Manatement, Inc.
Address: 1061 Cliff Dawson Rd, Watkinsville, GA, 30677
Telephone: 706-583-5144

Stadion Money Manatement, Inc. is a large advisory firm based in Watkinsville. It manages $3.22 billion of regulatory assets for 58,001 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Stadion Money Manatement provides portfolio management for individuals and small businesses and portfolio management for investment companies. 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 Manatement: assets under management

The assets under management (AUM) of Stadion Money Manatement, Inc. is $3.22 billion. The firm's AUM has grown by 188% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.2 billion in discretionary accounts and $1.03 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $37.86 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.03 billion.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stadion Money Manatement, Inc. 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.

Careers at Stadion Money Manatement, Inc.

Judson Philip Doherty has been acting as President since 1 Oct 2004. Loren J Hudspeth joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Judson Philip Doherty	President/chief financial officer/chief compliance officer	1 Oct 2004	Other	3042194
Timothy Allen Chapman	Ceo	1 May 2006	75% - 100%	1017416
Loren J Hudspeth	Shareholder	1 Sep 2006	Other	5280670

Based in Watkinsville

The principal office where Stadion Money Manatement, Inc. performs its advisory services is located at 1061 Cliff Dawson Rd, Watkinsville, GA 30677, which is also the mailing address of the firm. 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 est on Monday - Friday. You can find more information about the New York firm at www.stadionmoney.com.