CRD: 112608
Stadion Money Management, LLC
$2.7B Total AUM
$2.7B Disc. AUM
2.9% 3Y CAGR
39 Employees
49,626 ADV. Clients
32 yrs Firm Age
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- Custodian
- Ascensus · Fifth Third Bank · State Street
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-31-1994
- Office Locations
- 6
Office Locations
1061 Cliff Dawson RD Watkinsville GA
820 Loridan Circle NE Atlanta GA
-- Avondale Estates GA
About Stadion Money Management, LLC
Stadion Money Management, LLC is a Watkinsville-based RIA with 6 offices. The firm has been operating for 32 years. Managing $2.7B in total assets under management, with 12 advisory representatives. They custody assets with Ascensus and Fifth Third Bank.
Team overview
41 AVG AGE
$224.1M AVG AUM / ADVISOR
$54.2K AVG AUM / CLIENT
11.8 yrs AVG TENURE
39 Employees
12 Advisory Reps
13 RIA Reps
32yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
DUANE LEO BERNT
Advisor, Chief Executive Officer, President
- CRD
- #4013955
- Ownership
- Less than 5%
Available
Available
Available
MICHAEL CHLAN
CHIEF OPERATING OFFICER, CHIEF TECHNOLOGY OFFICER, Retirement Plan Advisor
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
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Hazel Jane Allen
--
- CRD
- #7690890
Available
Available
Available
T
TYLER BORDERS BREWTON
--
- CRD
- #6439697
Available
Available
Available
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,688,655,028 | $54,178 |
| Non-Discretionary | $0 | -- |
| Total | $2,688,655,028 | $54,178 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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