SourcingSourcing

MATSON MONEY, INC.

C45
CRD 110425·SEC 801-40176·MASON, OH
AUM
$24.33B
$1B+
Est. Revenue
$243.3M
@ 1% on AUM
Est. EBITDA
$73.0M
@ 30% margin
Est. Deal Value
$583.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MATSON MONEY, INC.
CRD
110425
SEC file #
801-40176
EIN
311334658
DBA names
—

Economics

AUM
$24.33B
AUM band
$1B+
AUM trajectory
'20'26
$15.71B → $24.33B▲ +55%
Client mix
Individuals Other26,217
Individuals High Net Worth2,962
Pension Profit Sharing Plans477
Corporations167
Charitable Organizations81

Operations

Employees (total)
72
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
6 advisors → 10 advisors▲ +67%
Primary office
MASON OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPublication of periodicalsEducational Seminars Workshops
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
instagram.com/matsonmoney(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MATSON, MARK, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MATSON, MARK, EDWARD
MATSON, MATTHEW, SANFORD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:matsonmoney.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
84,737
Form 5500 Compensation Trajectory 3y
202584,737
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
84,737
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001672512
Edgar Registered
Yes
Edgar Filing Count
41
Edgar First Filing Date
2016-05-03
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
41
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001672512-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
11
Bc Firm IAR Count
11
Custodian Candidates
Full
Charles Schwab6
E*trade4
Axos Advisor Services2
Edgar Addresses
Mailing
5955 DEERFIELD BLVDMASON, OH 45040
Business
5955 DEERFIELD BLVDMASON, OH 45040
Edgar EIN
311334658
Edgar Recent Filings
13F-HR2026-04-27 · 0001672512-26-000002
13F-HR2026-01-20 · 0001672512-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1385759
Trust Company Affiliate
No

People (13)

13
MATSON, MARK, EDWARD
IAR · Direct Owner · 87.5%
1385759
MATSON, MATTHEW, SANFORD
Direct Owner · 17.5%
2700724
LIST, DANIEL, JOSEPH
IAR · Executive Officer · 2.5%
2619515
Matson, Melissa, Kay
Executive Officer · 2.5%
7091576
Matthew Der
IAR
7715542
JEFFREY MILES COOPER
IAR
6366670
Christopher French
IAR
7715637
KEITH ERIC LAIBSON
IAR
2653793
BRIAN DAVID DEBORD
IAR
5910814
ROBERT REICH GARDNER
IAR
1788067
HEATHER NICOLE ANN NELSON
IAR
5959839
RONNIE MYRON KIDD
IAR
2286371
RICHARD MICHAEL FLANDERS
IAR
868652