MATSON MONEY, INC.
CRD #110425 SEC #801-40176 MASON, OH 513-204-8000
SEC Registered
Total AUM
$20.6B
Discretionary
$20.6B
Employees
72
Clients
--
Accounts
30,142
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 19, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ASH, ALEX, GARRETT | I | VICE PRESIDENT OF ADVISOR RELATIONS | NA | Control |
| ASH, ALEX, GARRETT | I | VICE PRESIDENT OF ADVISOR RELATIONS | NA | Control |
| ASH, ALEX, GARRETT | I | VICE PRESIDENT OF ADVISOR RELATIONS | NA | Control |
| ASH, ALEX, GARRETT | I | VICE PRESIDENT OF ADVISOR RELATIONS | NA | Control |
| ASH, ALEX, GARRETT | I | VICE PRESIDENT OF ADVISOR RELATIONS | NA | Control |
| ASH, ALEX, GARRETT | I | VICE PRESIDENT OF ADVISOR RELATIONS | NA | Control |
| CRAWFORD, JOSHUA, MATTHEW | I | VICE PRESIDENT OF COACHING | NA | Control |
| CRAWFORD, JOSHUA, MATTHEW | I | VICE PRESIDENT OF COACHING | NA | Control |
| CRAWFORD, JOSHUA, MATTHEW | I | VICE PRESIDENT OF COACHING | NA | Control |
| CRAWFORD, JOSHUA, MATTHEW | I | VICE PRESIDENT OF COACHING | NA | Control |
| CRAYCRAFT, KENNETH, ROY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAYCRAFT, KENNETH, ROY | I | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| Crawford, Joshua, M | I | VICE PRESIDENT OF COACHING | NA | Control |
| Crawford, Joshua, M | I | VICE PRESIDENT OF COACHING | NA | Control |
| Crawford, Joshua, M | I | VICE PRESIDENT OF COACHING | NA | Control |
| Crawford, Joshua, M | I | VICE PRESIDENT OF COACHING | NA | Control |
| Crawford, Joshua, M | I | VICE PRESIDENT OF COACHING | NA | Control |
| Crawford, Joshua, M | I | VICE PRESIDENT OF COACHING | NA | Control |
| Crawford, Joshua, M | I | VICE PRESIDENT OF COACHING | NA | Control |
| KNOBLOCK, ELIZABETH, MARIE | I | CLO | NA | Control |
| KNOBLOCK, ELIZABETH, MARIE | I | CLO | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | NA | Control |
| LIST, DANIEL, JOSEPH | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE, LOTZ | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE, LOTZ | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE, LOTZ | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MATSON, MICHELLE, LOTZ | I | VICE PRESIDENT, SECRETARY | NA | Control |
| MCNEIL, LAWAIN | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MCNEIL, LAWAIN | I | VICE PRESIDENT | NA | |
| MCNEIL, LAWAIN | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MCNEIL, LAWAIN | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MILLER, STEVE, BRADFORD | I | PRESIDENT | NA | |
| MILLER, STEVE, BRADFORD | I | PRESIDENT | NA | Control |
| MILLER, STEVE, BRADFORD | I | PRESIDENT | NA | Control |
| MILLER, STEVE, BRADFORD | I | PRESIDENT | NA | Control |
| MILLER, STEVE, BRADFORD | I | PRESIDENT | NA | Control |
| MILLER, STEVE, BRADFORD | I | PRESIDENT | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Matson, Melissa, Kay | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| SHEPARD, ZACHARY, DAVID | I | VICE PRESIDENT | NA | Control |
| WIEHE, RICHARD, MICHAEL | I | VICE PRESIDENT OF PROJECT MANAGEMENT | NA | Control |
| WIEHE, RICK | I | VICE PRESIDENT OF OPERATIONS | NA | Control |
| WIEHE, RICK | I | VICE PRESIDENT OF PROJECT MANAGEMENT | NA | Control |
| WIEHE, RICK | I | VICE PRESIDENT OF PROJECT MANAGEMENT | NA | Control |
| WIEHE, RICK | I | VICE PRESIDENT OF PROJECT MANAGEMENT | NA | Control |
| WIEHE, RICK | I | VICE PRESIDENT OF PROJECT MANAGEMENT | NA | Control |
| MATSON, MARK, EDWARD | I | PRESIDENT, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | PRESIDENT, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | PRESIDENT, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | PRESIDENT, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | CEO, CFO, DIRECTOR, SHAREHOLDER | E | Control |
| MATSON, MARK, EDWARD | I | PRESIDENT, CFO, DIRECTOR | D | Control |
| MATSON, MARK, EDWARD | I | PRESIDENT, CFO, DIRECTOR, SHAREHOLDER | D | Control |
| MATSON, MARK, EDWARD | I | PRESIDENT, CFO, DIRECTOR | D | Control |
| MATSON, MARK, EDWARD | I | PRESIDENT, CFO, DIRECTOR, SHAREHOLDER | D | Control |
| MATSON, MARK, EDWARD | I | PRESIDENT, CFO, DIRECTOR | D | Control |
| MATSON, MARK, EDWARD | I | PRESIDENT, CFO, DIRECTOR | D | Control |
| MATSON, MARK, EDWARD | I | PRESIDENT, CFO, DIRECTOR | D | Control |
| MATSON, MARK, EDWARD | I | PRESIDENT, CFO, DIRECTOR | D | Control |
| MATSON, MARY, LOU | I | SHAREHOLDER | C | |
| MATSON, MARY, LOU | I | SHAREHOLDER | C | |
| MATSON, MARY, LOU | I | SHAREHOLDER | C | |
| MATSON, MARY, LOU | I | SHAREHOLDER | C | |
| MATSON, MARY, LOU | I | SHAREHOLDER | C | |
| MATSON, MARY, LOU | I | SHAREHOLDER | C | |
| MATSON, MARY, LOU | I | SHAREHOLDER | C | |
| MATSON, MARY, LOU | I | SHAREHOLDER | C | |
| MATSON, JOSEPH, EDWARD | I | SHAREHOLDER | B | |
| MATSON, JOSEPH, EDWARD | I | SHAREHOLDER | B | |
| MATSON, JOSEPH, EDWARD | I | SHAREHOLDER | B | |
| MATSON, JOSEPH, EDWARD | I | SHAREHOLDER | B | |
| MATSON, JOSEPH, EDWARD | I | SHAREHOLDER | B | |
| MATSON, JOSEPH, EDWARD | I | SHAREHOLDER | B | |
| MATSON, JOSEPH, EDWARD | I | SHAREHOLDER | B | |
| MATSON, JOSEPH, EDWARD | I | SHAREHOLDER | B | |
| MATSON, JOSEPH, EDWARD | I | SHAREHOLDER | B | |
| MATSON, JOSEPH, EDWARD | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SECRETARY, VICE PRESIDENT | B | |
| MATSON, MATTHEW | I | SECRETARY, VICE PRESIDENT | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | SHAREHOLDER | B | |
| MATSON, MATTHEW | I | VICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER | B | |
| MATSON, MATTHEW | I | VICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER | B | |
| MATSON, MATTHEW | I | VICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER | B | |
| MATSON, MATTHEW | I | VICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER | B | |
| MATSON, MATTHEW, SANFORD | I | VICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER | B | |
| MATSON, MATTHEW, SANFORD | I | VICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER | B | |
| MATSON, MATTHEW, SANFORD | I | VICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER | B | |
| MATSON, MATTHEW, SANFORD | I | VICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER | B |
Registrations
Federal
IA
Jul 19, 2025 REGISTERED
Notice Filings (51)
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Address
5955 DEERFIELD BLVD.MASON, OH 45040
United States
Phone: 513-204-8000