{"url":"https://nivawealth.com/firms/stadion-money-management-112608","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/112608","regulatoryAum":2688655028,"crd":"112608","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7690890","suffix":null,"lastName":"Allen","firstName":"Hazel","middleName":"Jane"},{"crd":"4013955","suffix":null,"lastName":"BERNT","firstName":"DUANE","middleName":"LEO"},{"crd":"6439697","suffix":null,"lastName":"BREWTON","firstName":"TYLER","middleName":"BORDERS"},{"crd":"3233746","suffix":null,"lastName":"FAY","firstName":"DANIEL","middleName":"STEPHEN"},{"crd":"4448822","suffix":null,"lastName":"FRESK","firstName":"CLAYTON","middleName":"ADAM"},{"crd":"5546534","suffix":null,"lastName":"HEWELL","firstName":"JASON","middleName":"A"},{"crd":"3272895","suffix":null,"lastName":"ISAAC","firstName":"MICHAEL","middleName":"DAVID"},{"crd":"4489071","suffix":null,"lastName":"KELLEY","firstName":"MARIE","middleName":"ELIZABETH"},{"crd":"6293816","suffix":null,"lastName":"KILCH","firstName":"RACHEL","middleName":"KATHERINE"},{"crd":"6306390","suffix":null,"lastName":"LOWELL","firstName":"MATTHEW","middleName":"CARL"},{"crd":"5825074","suffix":null,"lastName":"MASON","firstName":"DONALD","middleName":"STEPHEN"},{"crd":"5524554","suffix":null,"lastName":"MCGOWAN","firstName":"WILLIAM","middleName":"KERR"},{"crd":"5794752","suffix":null,"lastName":"REINHARDT","firstName":"ASHLEY","middleName":"CLAYTON"}],"total":13,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-16","regulatoryAum":2353103146,"clients":33193,"employees":40,"offices":1},{"filedOn":"2022-06-03","regulatoryAum":2442089754,"clients":49175,"employees":41,"offices":1},{"filedOn":"2023-06-21","regulatoryAum":2046953608,"clients":48708,"employees":39,"offices":1},{"filedOn":"2024-02-14","regulatoryAum":2332860175,"clients":50984,"employees":42,"offices":1},{"filedOn":"2025-03-10","regulatoryAum":2468297204,"clients":47926,"employees":39,"offices":1},{"filedOn":"2026-03-16","regulatoryAum":2688655028,"clients":49626,"employees":39,"offices":1}],"secFileNumber":"801-45601","legalName":"Stadion 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Trust","location":"Boston, MA","smaAssets":333650647},{"name":"Benefit Trust Company","shortName":"Benefit Trust","location":"Overland Park, KS","smaAssets":188168747}],"custodyNote":"Stadion Money Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Duane Bernt","title":"President and CEO","crd":"4013955"},{"name":"Michael Chlan","title":"Chief Technology Officer / Chief Operating Officer","crd":"5814372"},{"name":"Michael Isaac","title":"Chief Compliance Officer","crd":"3272895"}],"ownership":[{"label":"Smart Managed Solutions, Inc.","detail":"Holding company in the 75% or more ownership band and a control person, since April 2022."},{"label":"Smart Pension LTD","detail":"Indirect owner: a parent company of Smart USA Co in the 75% or more band and a control person, since October 2020.","parent":"Smart USA Co"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Georgia","offices":1,"addresses":[{"street":"1061 Cliff Dawson RD","city":"Watkinsville","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"706-583-5144","stateRegisteredReps":13,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Other"],"financialPlanningClients":"0","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":80},{"label":"Other","percent":20,"detail":"Stable Value and Guaranteed Investment 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They include 49,562 individuals and 64 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stadion Money Management offer?","answer":"Stadion Money Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Stadion Money Management use?","answer":"Stadion Money Management’s separately managed account assets are held at Fifth Third Bancorp (Cincinnati, OH), with $435M, State Street Bank & Trust Co (Boston, MA), with $334M, Ascensus Trust Company (Fargo, ND), with $216M and Benefit Trust Company (Overland Park, KS), with $188M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stadion Money Management have?","answer":"Stadion Money Management has 13 investment adviser representatives registered with state securities authorities, out of 39 employees, and 12 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stadion Money Management invest in?","answer":"At the end of its last fiscal year, Stadion Money Management’s separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs) and 20% other. The 20% other category is described as: Stable Value and Guaranteed Investment Contracts.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stadion Money Management?","answer":"Stadion Money Management’s direct owners are Smart Managed Solutions, Inc. (75% or more) and Smart Pension LTD (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stadion Money Management get paid?","answer":"Stadion Money Management is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Stadion Money Management?","answer":"Stadion Money Management’s main office is at 1061 Cliff Dawson RD, Watkinsville, GA 30677. Its phone number is 706-583-5144.","source":"Form ADV Part 1A, Item 1.F, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/stadion-money-management-112608/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1321220/000139834426014474/0001398344-26-014474-index.html","totalValue":1160036481,"positionCount":27,"top10Share":0.7727085050181279,"top10":[{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR P500ETF","cusip":"78464A854","value":273836013,"shares":3116022,"shareType":"SH","priorValue":252317,"priorShares":3296538},{"issuer":"SPDR INDEX SHS FDS","titleOfClass":"ST STR PO EX ETF","cusip":"78463X889","value":187975511,"shares":3730413,"shareType":"SH","priorValue":179783,"priorShares":3938291},{"issuer":"INVESCO QQQ TR","titleOfClass":"UNIT SER 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}