MATSON MONEY, INC.

CRD 110425File 801-40176

APPROVED

Retail clients

Filing as of May 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$24.33B

Top 10% of cohort (national)

Discretionary AUM

$24.33B

Clients

29,985

29,979 accounts

Employees

Top 10% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Dec 5, 1991
Principal office: 5955 DEERFIELD BLVD., MASON, OH, 45040
Phone: 513-204-8000
Website: HTTP://INSTAGRAM.COM/MATSONMONEY

Assets & accounts

ADV Item 5F

Total regulatory AUM: $24.33B
Discretionary AUM: $24.33B
Non-discretionary AUM: $0
Discretionary accounts: 29,979
Non-discretionary accounts: 0
Total accounts: 29,979
AUM per client: $811K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	167	$98.1M
Investment companies	6	$12.08B
Charitable organizations	81	$80.6M
High net worth individuals	2,962	$6.30B
Pension and profit sharing plans	477	$391.7M
State or municipal government entities	75	$11.0M
Individuals (other than high net worth individuals)	26,217	$5.36B

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — SEE DESCRIPTION IN MISC. SECTION
A percentage of assets under your management

Advisory activities

Other
Publications
Portfolio management for investment companies
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.