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| Keyboard |
| Matson Money Inc
✚
|
|
|---|---|
| CRD # | 110425 |
| SEC # | 801-40176 |
| CIK # | 0001672512 |
| AUM | 24.33 B (2026-05-15) |
| Employees | 69 (13% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 513-204-8000 |
| Address | 5955 Deerfield Blvd Mason, OH 45040 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Tue, 09 Jun 2026 | $14bn Tamp Matson Money settles lawsuit against founder's son-in-law — Citywire |
| Tue, 19 May 2026 | $14bn Tamp Matson Money sues founder’s son-in-law for stealing trade secrets — Citywire |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26,217 | 5.4 |
| (b) Individuals (high net worth individuals) | 2,962 | 6.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 12.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 477 | 0.4 |
| (h) Charitable organizations | 81 | 0.1 |
| (i) State or municipal government entities | 75 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 167 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 29,979 | 24.3 |
| By Discretionary | ||
| Discretionary | 29,979 | 24.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 29,979 | 24.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 24.3 | |
| Total | 29,979 | 24.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001672512] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.3B |
| Serves | Institutional, Retail, Research |
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