Investment adviser · CRD 110425
MATSON MONEY, INC.
Investment adviser filing (IA)
MASON, OH, United States · Form ADV filed May 15, 2026
- Regulatory AUM
- $24.3B Form ADV · Item 5.F
- Client accounts
- 29,979 Accounts, not individual clients
- Employees
- 69 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 6 | $12,078,379,511 | 49.6% |
| High-net-worth individuals | 2,962 | $6,304,323,188 | 25.9% |
| Individuals | 26,217 | $5,364,517,114 | 22.1% |
| Retirement plans | 477 | $391,666,202 | 1.6% |
| Corporations & businesses | 167 | $98,056,476 | 0.4% |
| Charities | 81 | $80,627,555 | 0.3% |
| Government entities | 75 | $11,015,832 | 0.0% |
Filing source
Form ADV 2104574 · May 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 15, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Publication of newsletters · Educational seminars
Compensation
Percentage of assets
Principal office
5955 DEERFIELD BLVD.MASON, OH, 45040, United States
CRD 110425
Filing source
Form ADV 2104574 · May 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.