Matson Money, Inc.
● SEC registered since 1991CRD 110425SEC# 801-40176Mason, OH
Reg. AUM
$24.33B
Employees
69
Accounts
29,979
Location
Mason, OH
Matson Money, Inc. assets under management
Matson Money, Inc. is an investment advisory firm registered with the SEC based in Mason, OH. The firm has been registered since 1991. It reports $24.3 billion in regulatory assets under management and employs 69 people.
Matson Money, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Joseph List Control | Chief Compliance Officer & President | Under 5% | 2009 |
| Mark Edward Matson Control | Ceo, Cfo, Director, Shareholder | Over 75% | 1991 |
| Matthew Sanford Matson | Shareholder | 10-25% | 1997 |
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Join to unlock · $37/moFrequently asked questions
How much does Matson Money, Inc. manage?
Matson Money, Inc. reports $24.3 billion in regulatory assets under management on its Form ADV.
How many employees does Matson Money, Inc. have?
Matson Money, Inc. reports 69 employees.
Where is Matson Money, Inc. located?
Matson Money, Inc. is based in Mason, OH and has been SEC-registered since 1991.
Does Matson Money, Inc. disclose fund performance?
Matson Money, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5955 Deerfield Blvd., Mason, OH 45040 |
| Phone | 513-204-8000 |
| Fax | 513-204-8005 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1672512 |
| Discloses disciplinary history | No |
Regulatory AUM
$24.33B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$24.33Bregulatory AUM
Discretionary $24.33B