Stadion Money Management, LLC (Watkinsville)

Name: Stadion Money Management, LLC
Address: 1061 Cliff Dawson Rd, Watkinsville, GA, 30677
Telephone: 706-583-5144

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.