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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

STADION MONEY MANAGEMENT, LLC

CRD 112608

WATKINSVILLE, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eb3bbfb5-56b9-367b-1154-eef94874655d

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 62
Dated events: 17
On other graphs: 0
Observed: Mar 30, 2012 to Mar 16, 2026
40 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.55 fund_share=0.45 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.7BItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.7B
Private client RAUM: $1.5BderivedItem 5.D individuals plus high net worth individuals
Private client share: 55%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $207Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 39
Advisory employees: 12
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 49,626
Individual clients: 49,562
SEC number: 801-45601
CRD: 112608
Filings on the tape: 40
First filed: Mar 30, 2012
Latest filed: Mar 16, 2026
Organised: Limited Liability Company, DE
Website: stadionstoryline.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARIE ELIZABETH KELLEY	n/a	WATKINSVILLE, GA \| Fort Wayne, IN	18	18	n/a	no
ASHLEY CLAYTON REINHARDT	n/a	Atlanta, GA	16	17	n/a	no
MICHAEL DAVID ISAAC	n/a	WATKINSVILLE, GA	16	27	1	no
WILLIAM KERR MCGOWAN	n/a	WATKINSVILLE, GA	16	20	n/a	no
JASON A HEWELL	n/a	WATKINSVILLE, GA	15	15	n/a	no
DUANE LEO BERNT	Chartered Financial Analyst	WATKINSVILLE, GA	13	15	n/a	no
RACHEL KATHERINE KILCH	n/a	WATKINSVILLE, GA \| Avondale Estates, GA	11	18	n/a	no
DONALD STEPHEN MASON	n/a	WATKINSVILLE, GA	11	16	n/a	no
CLAYTON ADAM FRESK	Chartered Financial Analyst	WATKINSVILLE, GA	10	20	n/a	no
TYLER BORDERS BREWTON	n/a	WATKINSVILLE, GA	10	11	n/a	no
DANIEL STEPHEN FAY	n/a	WATKINSVILLE, GA \| North Andover, MA	7	27	n/a	no
Hazel Jane Allen	n/a	WATKINSVILLE, GA	3	14	n/a	no
MATTHEW CARL LOWELL	n/a	ROCHESTER HILLS, MI \| WATKINSVILLE, GA	2	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BERNT, DUANE, LEO	PRESIDENT AND CEO	Na	yes	03/2022	Mar 16, 2026	Mar 16, 2026
CHLAN, MICHAEL	CHIEF TECHNOLOGY OFFICER / CHIEF OPERATING OFFICER	Na	yes	04/2011	Mar 16, 2026	Mar 16, 2026
ISAAC, MICHAEL, DAVID	CHIEF COMPLIANCE OFFICER	Na	yes	04/2011	Mar 16, 2026	Mar 16, 2026
SMART MANAGED SOLUTIONS, INC.	HOLDING COMPANY	E	yes	04/2022	Mar 16, 2026	Mar 16, 2026
LACEY, CHRISTOPHER, TODD	CHIEF REVENUE OFFICER AND SECRETARY	Na	yes	08/2022	Mar 24, 2023	Feb 14, 2024
SMART PENSION LTD	PARENT COMPANY	E	yes	10/2020	Mar 14, 2022	Feb 14, 2024
SMART USA CO	PARENT COMPANY	E	yes	03/2022	Jun 21, 2023	Feb 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PROMANAGE, LLC	n/a	Institutional manager	$4.1B	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$2.7B	$2.7B	39	12	0	n/a	n/a
2024	Mar 10, 2025	$2.5B	$2.5B	39	13	0	n/a	n/a
2023	Feb 14, 2024	$2.3B	$2.3B	42	14	0	n/a	n/a
2022	Mar 24, 2023	$2.0B	$2.0B	39	11	0	n/a	n/a
2021	Mar 14, 2022	$2.4B	$2.4B	41	14	0	n/a	n/a
2020	Mar 26, 2021	$3.0B	$3.0B	46	20	1	n/a	n/a
2019	Mar 25, 2020	$3.0B	$3.0B	58	27	1	n/a	n/a
2018	Mar 28, 2019	$2.9B	$2.9B	58	30	1	n/a	n/a
2017	Mar 29, 2018	$3.3B	$3.3B	65	36	1	n/a	n/a
2016	Mar 29, 2017	$3.4B	$3.4B	71	43	n/a	n/a	n/a
2015	Mar 11, 2016	$3.7B	$3.7B	82	47	n/a	n/a	n/a
2014	Mar 30, 2015	$5.2B	$5.0B	83	41	n/a	n/a	n/a
2013	Mar 28, 2014	$6.0B	$5.5B	68	32	n/a	n/a	n/a
2012	Apr 1, 2013	$5.4B	$4.7B	65	37	n/a	n/a	n/a
2011	Mar 30, 2012	$5.4B	$4.1B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	7.7%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.7B	$2.5B	8.9%	$2.0B	9.5%	39	39	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CS MCKEE	2	Jun 11, 2021	Nov 15, 2023	WATKINSVILLE, GA	Team lift out	Other	11.8%

Relationships

Affiliated with (2)

← PROMANAGE, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ PROMANAGE, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (52)

← MATTHEW CARL LOWELLAdvisorregistration: current employment
Jan 31, 2024 to presentfactForm ADV
← Hazel Jane AllenAdvisorregistration: current employment
Jun 30, 2023 to presentfactForm ADV
← DANIEL STEPHEN FAYAdvisorregistration: current employment
Feb 11, 2019 to presentfactForm ADV
← TYLER BORDERS BREWTONAdvisorregistration: current employment
Jul 27, 2016 to presentfactForm ADV
← CLAYTON ADAM FRESKAdvisorregistration: current employment
Mar 25, 2016 to presentfactForm ADV
← DONALD STEPHEN MASONAdvisorregistration: current employment
Mar 25, 2015 to presentfactForm ADV
← RACHEL KATHERINE KILCHAdvisorregistration: current employment
Dec 5, 2014 to presentfactForm ADV
← DUANE LEO BERNTAdvisorregistration: current employment
Jul 5, 2013 to presentfactForm ADV
← JASON A HEWELLAdvisorregistration: current employment
Aug 2, 2011 to presentfactForm ADV
← WILLIAM KERR MCGOWANAdvisorregistration: current employment
Aug 10, 2010 to presentfactForm ADV
← MICHAEL DAVID ISAACAdvisorregistration: current employment
Aug 4, 2010 to presentfactForm ADV
← ASHLEY CLAYTON REINHARDTAdvisorregistration: current employment
Jul 26, 2010 to presentfactForm ADV
← MARIE ELIZABETH KELLEYAdvisorregistration: current employment
Jul 29, 2008 to presentfactForm ADV
← MICHAEL HUNTER BROOKSAdvisorregistration: previous registration
Jun 8, 2023 to Nov 4, 2025factForm ADV
← BRIAN JAMES ROSSOAdvisorregistration: previous registration
Mar 25, 2015 to Apr 3, 2023factForm ADV
← Judson Philip DohertyAdvisorregistration: previous registration
Sep 10, 2004 to Sep 9, 2022factForm ADV
← Gregory Watson FergusonAdvisorregistration: previous registration
Feb 25, 2015 to Sep 27, 2021factForm ADV
← BRADLEY ADAM THOMPSONAdvisorregistration: previous registration
Jun 8, 2007 to Jun 11, 2021factForm ADV
← WILLIAM THOMAS MCGOUGHAdvisorregistration: previous registration
Sep 17, 2007 to Jun 11, 2021factForm ADV
← CLAYTON WALKER WILKINAdvisorregistration: previous registration
Nov 5, 2013 to Jun 11, 2021factForm ADV
← Timothy John BottomlyAdvisorregistration: previous registration
Oct 24, 2017 to Nov 23, 2020factForm ADV
← Eric Paul ButlerAdvisorregistration: previous registration
Sep 29, 2017 to Nov 5, 2020factForm ADV
← JONATHAN POPE NORTHAdvisorregistration: previous registration
Jul 28, 2015 to Nov 5, 2020factForm ADV
← CLAYTON THOMAS SHIVERAdvisorregistration: previous registration
Aug 26, 2010 to Mar 23, 2020factForm ADV
← TIMOTHY RICHARD MURPHYAdvisorregistration: previous registration
Oct 24, 2013 to Jan 10, 2020factForm ADV
← Matthew Wayne AdcockAdvisorregistration: previous registration
Nov 5, 2015 to Jan 9, 2020factForm ADV
← LEWIS JACKSON GRACEAdvisorregistration: previous registration
Sep 19, 2018 to Oct 30, 2018factForm ADV
← Brandon T LoweAdvisorregistration: previous registration
Nov 17, 2008 to Sep 26, 2018factForm ADV
← Jon Robert HighamAdvisorregistration: previous registration
Mar 25, 2011 to Aug 16, 2018factForm ADV
← Preston Mark HenryAdvisorregistration: previous registration
Jul 28, 2015 to Mar 13, 2018factForm ADV
and 22 more

Controls (7)

← LACEY, CHRISTOPHER, TODDOwnerCHIEF REVENUE OFFICER AND SECRETARY, ownership code NA, individual
Mar 24, 2023 to Feb 14, 2024factForm ADV
← ISAAC, MICHAEL, DAVIDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Feb 14, 2024factForm ADV
← BERNT, DUANE, LEOOwnerPRESIDENT AND CEO, ownership code NA, individual
Mar 30, 2012 to Feb 14, 2024factForm ADV
← CHLAN, MICHAELOwnerCHIEF TECHNOLOGY OFFICER / CHIEF OPERATING OFFICER, ownership code NA, individual
Mar 30, 2012 to Feb 14, 2024factForm ADV
← SMART MANAGED SOLUTIONS, INC.OwnerHOLDING COMPANY, ownership code E, domestic entity
Jun 21, 2023 to Feb 14, 2024factForm ADV
← SMART PENSION LTDOwnerPARENT COMPANY, ownership code E, foreign entity
Mar 14, 2022 to Feb 14, 2024factForm ADV
← SMART USA COOwnerPARENT COMPANY, ownership code E, domestic entity
Jun 21, 2023 to Feb 14, 2024factForm ADV

Moved with (1)

→ CS MCKEERegistered adviser2 advisors, team lift out, same day
Jun 11, 2021 to Nov 15, 2023factForm ADV

Dated events

Occurred
Nov 4, 2025
Advisor changed firm
Michael Hunter Brooks left Stadion Money Management, Llc for Sage Mountain Advisors, Llc (registered 2025-11-25)
Form ADVobserved 4 days ago
Occurred
Feb 14, 2024
Control person left
Joseph Lawrence Griffin (Secretary And General Counsel) no longer on Schedule A of Stadion Money Management, Llc (listed 2023-06-21, absent 2024-02-14)
Form ADVobserved 4 days ago
Occurred
Feb 14, 2024
Control person left
Harwood Jodan Ledford (Ceo) no longer on Schedule A of Stadion Money Management, Llc (listed 2023-06-21, absent 2024-02-14)
Form ADVobserved 4 days ago
Occurred
Feb 14, 2024
Control person left
Matthew Grant Chamberlain (Member - Board Of Managers) no longer on Schedule A of Stadion Money Management, Llc (listed 2023-06-21, absent 2024-02-14)
Form ADVobserved 4 days ago
Occurred
Apr 3, 2023
Advisor changed firm
Brian James Rosso left Stadion Money Management, Llc for Elevate Wealth Advisory, Inc. (registered 2023-06-14)
Form ADVobserved 4 days ago
Occurred
Mar 24, 2023
Control person joined
Todd Christopher Lacey (Chief Revenue Officer) appeared on Schedule A of Stadion Money Management, Llc
Form ADVobserved 4 days ago
Occurred
Sep 9, 2022
Advisor changed firm
Judson Philip Doherty left Stadion Money Management, Llc for Charles Schwab & Co., Inc. (registered 2022-12-07)
Form ADVobserved 4 days ago
Occurred
May 17, 2022
Control person joined
Matthew Grant Chamberlain (Member - Board Of Managers) appeared on Schedule A of Stadion Money Management, Llc
Form ADVobserved 4 days ago
Occurred
Mar 14, 2022
Control person joined
Harwood Jodan Ledford (Ceo) appeared on Schedule A of Stadion Money Management, Llc
Form ADVobserved 4 days ago
Occurred
Mar 14, 2022
Control person joined
Joseph Lawrence Griffin (Secretary) appeared on Schedule A of Stadion Money Management, Llc
Form ADVobserved 4 days ago
Occurred
Mar 14, 2022
Control person left
Philip Judson Doherty (President, Ceo) no longer on Schedule A of Stadion Money Management, Llc (listed 2021-11-04, absent 2022-03-14)
Form ADVobserved 4 days ago
Occurred
Mar 14, 2022
Control person left
Allen Timothy Chapman (Chairman) no longer on Schedule A of Stadion Money Management, Llc (listed 2021-11-04, absent 2022-03-14)
Form ADVobserved 4 days ago
Occurred
Mar 14, 2022
Control person left
B. Roger Kafker (Elected Manager) no longer on Schedule A of Stadion Money Management, Llc (listed 2021-11-04, absent 2022-03-14)
Form ADVobserved 4 days ago
Occurred
Mar 14, 2022
Control person left
Roy Michael Burns (Elected Manager) no longer on Schedule A of Stadion Money Management, Llc (listed 2021-11-04, absent 2022-03-14)
Form ADVobserved 4 days ago
Occurred
Jun 16, 2021
Control person left
Adam Bradley Thompson (Chief Investment Officer) no longer on Schedule A of Stadion Money Management, Llc (listed 2021-03-26, absent 2021-06-16)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2019
Control person left
Allen David Lacusky (Chief Distribution Officer) no longer on Schedule A of Stadion Money Management, Llc (listed 2019-02-08, absent 2019-03-28)
Form ADVobserved 4 days ago
Occurred
Mar 28, 2019
Control person left
Graves Holly Macmillan (Chief Marketing Officer) no longer on Schedule A of Stadion Money Management, Llc (listed 2019-02-08, absent 2019-03-28)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:eb3bbfb5-56b9-367b-1154-eef94874655d
First observed: Mar 30, 2012
Last observed: Mar 16, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

STADION MONEY MANAGEMENT, LLC

CRD 112608

WATKINSVILLE, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:eb3bbfb5-56b9-367b-1154-eef94874655d

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:33 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARIE ELIZABETH KELLEY

n/a

WATKINSVILLE, GA | Fort Wayne, IN

n/a

ASHLEY CLAYTON REINHARDT

n/a

Atlanta, GA

n/a

MICHAEL DAVID ISAAC

n/a

WATKINSVILLE, GA

WILLIAM KERR MCGOWAN

n/a

WATKINSVILLE, GA

n/a

JASON A HEWELL

n/a

WATKINSVILLE, GA

n/a

DUANE LEO BERNT

Chartered Financial Analyst

WATKINSVILLE, GA

n/a

RACHEL KATHERINE KILCH

n/a

WATKINSVILLE, GA | Avondale Estates, GA

n/a

DONALD STEPHEN MASON

n/a

WATKINSVILLE, GA

n/a

CLAYTON ADAM FRESK

Chartered Financial Analyst

WATKINSVILLE, GA

n/a

TYLER BORDERS BREWTON

n/a

WATKINSVILLE, GA

n/a

DANIEL STEPHEN FAY

n/a

WATKINSVILLE, GA | North Andover, MA

n/a

Hazel Jane Allen

n/a

WATKINSVILLE, GA

n/a

MATTHEW CARL LOWELL

n/a

ROCHESTER HILLS, MI | WATKINSVILLE, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BERNT, DUANE, LEO

PRESIDENT AND CEO

yes

03/2022

Mar 16, 2026

CHLAN, MICHAEL

CHIEF TECHNOLOGY OFFICER / CHIEF OPERATING OFFICER

yes

04/2011

Mar 16, 2026

ISAAC, MICHAEL, DAVID

CHIEF COMPLIANCE OFFICER

yes

04/2011

Mar 16, 2026

SMART MANAGED SOLUTIONS, INC.

HOLDING COMPANY

yes

04/2022

Mar 16, 2026

LACEY, CHRISTOPHER, TODD

CHIEF REVENUE OFFICER AND SECRETARY

yes

08/2022

Mar 24, 2023

Feb 14, 2024

SMART PENSION LTD

PARENT COMPANY

yes

10/2020

Mar 14, 2022

Feb 14, 2024

SMART USA CO

PARENT COMPANY

yes

03/2022

Jun 21, 2023

Feb 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PROMANAGE, LLC

n/a

Institutional manager

$4.1B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$2.7B

n/a

2024

Mar 10, 2025

$2.5B

n/a

2023

Feb 14, 2024

$2.3B

n/a

2022

Mar 24, 2023

$2.0B

n/a

2021

Mar 14, 2022

$2.4B

n/a

2020

Mar 26, 2021

$3.0B

n/a

2019

Mar 25, 2020

$3.0B

n/a

2018

Mar 28, 2019

$2.9B

n/a

2017

Mar 29, 2018

$3.3B

n/a

2016

Mar 29, 2017

$3.4B

n/a

2015

Mar 11, 2016

$3.7B

n/a

2014

Mar 30, 2015

$5.2B

$5.0B

n/a

2013

Mar 28, 2014

$6.0B

$5.5B

n/a

2012

Apr 1, 2013

$5.4B

$4.7B

n/a

2011

Mar 30, 2012

$5.4B

$4.1B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

7.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.7B

$2.5B

8.9%

$2.0B

9.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CS MCKEE

Jun 11, 2021

Nov 15, 2023

WATKINSVILLE, GA

Team lift out

Other

11.8%