Matson Money, Inc.

Registered investment advisor · Mason, Ohio · CRD #110425

Assets Under Management

$24.3B

Client Accounts

29,979

Employees

CRD Number

110425

Registration

SEC Registered

Custodian

Axos Clearing Llc, Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Matson Money, Inc.

Matson Money, Inc. is a federally registered investment advisor based in Mason, Ohio, with an additional office in Scottsdale, Arizona. Founded in 1991 by CEO Mark Matson, the firm specializes in asset allocation advisory services, investor education, coaching, and outsourced investment management for non-high-net-worth individuals. Matson Money manages billions in assets across over 27,640 client accounts, employing around 70-77 people and generating approximately $33 million in revenue. The c

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Matson Money, Inc.

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Frequently Asked Questions

What is Matson Money, Inc.'s AUM?

Matson Money, Inc. reports approximately $24.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Matson Money, Inc. headquartered?

Matson Money, Inc. is headquartered in Mason, Ohio.

What is Matson Money, Inc.'s CRD number?

Matson Money, Inc.'s CRD number is 110425. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.