STADION MONEY MANAGEMENT, LLC

C45
CRD 112608·SEC 801-45601·WATKINSVILLE, GA
AUM
$2.69B
$1B+
Est. Revenue
$26.9M
@ 1% on AUM
Est. EBITDA
$8.1M
@ 30% margin
Est. Deal Value
$64.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
STADION MONEY MANAGEMENT, LLC
CRD
112608
SEC file #
801-45601
EIN
451564286
DBA names

Economics

AUM
$2.69B
AUM band
$1B+
AUM trajectory
'20'26
$2.89B → $2.69B▼ -7%
Client mix
Individuals Other49,562
Pooled Investment Vehicles64

Operations

Employees (total)
39
Advisory staff (per ADV)
12
Advisory staff (5-yr trend)
'20'26
30 advisors → 12 advisors▼ -60%
Primary office
WATKINSVILLE GA
Branches

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
03/16/2026
ADV-W filed at

Compliance

Disclosures (firm)
0
Trademark
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SMART MANAGED SOLUTIONS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
SMART MANAGED SOLUTIONS, INC.
BERNT, DUANE, LEO
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
STADIONSTORYLINE.COM
Rdap Domain Creation Date
2016-01-20T14:46:57Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
Amazon Registrar, Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
67
Form 5500 Total Compensation
1,368,227
Form 5500 Compensation Trajectory 3y
20251,214,758
2026153,469
Form 5500 Plan Count Trajectory 3y
202557
202610
Schedule C Total Compensation
1,368,227
Schedule C Service Provider Rows
67

SEC EDGAR

Edgar Cik
0001321220
Edgar Registered
Yes
Edgar Filing Count
93
Edgar First Filing Date
2005-03-31
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
90
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0001398344-26-009219
Edgar Former Names
Stadion Money Management, Inc.
PMFM Inc.

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
13
Bc Firm IAR Count
13
Custodian Candidates
Full
State Street4
E*trade4
Edgar Addresses
Mailing
1061 CLIFF DAWSON ROADWATKINSVILLE, GA 30677
Business
1061 CLIFF DAWSON ROADWATKINSVILLE, GA 30677
Edgar EIN
451564286
Edgar Recent Filings
13F-HR2026-05-15 · 0001398344-26-009219
13F-HR2026-02-17 · 0001398344-26-003207
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-20T14:46:57Z
Rdap Domain Last Changed
2026-05-15T00:09:39Z
Rdap Nameservers
Ns-1503.awsdns-59.orgNs-1580.awsdns-05.co.ukNs-494.awsdns-61.comNs-678.awsdns-20.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No