Matson Money, Inc.
- Regulatory AUM
- $24.3B
- Discretionary
- $24.3B
- Clients
- 29,985
- Avg AUM / client
- $811K
- Accounts
- 29,979
- Employees
- 69
AUM over time
Annual snapshots from Form ADV filings · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 26,217 | $5.4B | 22.1% |
| High net worth individuals | 2,962 | $6.3B | 25.9% |
| Investment companies | 6 | $12.1B | 49.6% |
| Pension and profit sharing plans | 477 | $392M | 1.61% |
| Charitable organizations | 81 | $80.6M | 0.33% |
| State or municipal government entities | 75 | $11.0M | 0.05% |
| Corporations and other businesses | 167 | $98.1M | 0.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Scpmg Keogh Plan Southern California Permanente Medical Group | 2024 | |
| H P Products, Inc. 401(k) Retirement Plan H P Products, Inc. | 2024 | |
| Radiology Partners, Inc. 401(k) Profit Sharing Plan Radiology Partners Inc | 2024 | |
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Edward Matson | Ceo, Cfo, Director, Shareholder | Oct 1991 (35y) | 75% or more | |
| Matson, Matthew, Sanford | Vice President Of Technology / Shareholder | Nov 1997 (29y) | 10% – 25% | |
| Daniel Joseph List | Chief Compliance Officer & President | Dec 1999 (27y) | Less than 5% | |
| Matson, Michelle, Lotz | Vice President, Secretary | Sep 2004 (22y) | Less than 5% | |
| Crawford, Joshua, Matthew | Vice President Of Coaching | Apr 2019 (7y) | Less than 5% | |
| Matson, Melissa, Kay | Executive Vice President | May 2019 (7y) | Less than 5% | |
| Richard Michael Flanders | Registered representative | CFP | Mar 2017 (9y) | |
| Keith Eric Laibson | Registered representative | May 2017 (9y) | ||
| Ronnie Myron Kidd | Registered representative | May 2017 (9y) | ||
| Jeffrey Miles Cooper | Registered representative | Sep 2017 (9y) | ||
| Robert Reich Gardner | Registered representative | CFP | Feb 2018 (8y) | |
| Brian David Debord | Registered representative | Mar 2021 (5y) | ||
| Christopher French | Registered representative | Apr 2023 (3y) | ||
| Matthew Der | Registered representative | Apr 2023 (3y) | ||
| Heather Nicole Ann Nelson | Registered representative | May 2023 (3y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Scpmg Keogh Plan | Southern California Permanente Medical Group | 11,088 | $7.9B | 01/01/2024 |
| H P Products, Inc. 401(k) Retirement Plan | H P Products, Inc. | 349 | $36.9M | 01/01/2024 |
| Radiology Partners, Inc. 401(k) Profit Sharing Plan | Radiology Partners Inc | 4,389 | $412M | 01/01/2024 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • SEE DESCRIPTION IN MISC. SECTION
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Axos Clearing $7.1B (29% of AUM) May 2026
- Charles Schwab & Co. $4.4B (18% of AUM) May 2026
- E*TRADE (Morgan Stanley) $4.0B (24% of AUM) Mar 2021
- Trust Company Of America $3.2B (19% of AUM) Jun 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗