# MATSON MONEY, INC.

MATSON MONEY, INC. of MASON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 110425
- Type: SEC-registered investment adviser
- SEC file number: 801-40176
- Location: 5955 DEERFIELD BLVD., MASON, OH, 45040
- Phone: 513-204-8000
- Latest filing: 2026-05-15
- Regulatory AUM: $24.3B
- Discretionary AUM: $24.3B
- Clients: 69
- Accounts: 29,979

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Corporations

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Mark Edward Matson | CEO, CFO, DIRECTOR, SHAREHOLDER | — |
| Michelle Lotz Matson | VICE PRESIDENT, SECRETARY | — |
| Matthew Sanford Matson | SHAREHOLDER; VICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER | — |
| Daniel Joseph List | CHIEF COMPLIANCE OFFICER & PRESIDENT | — |
| Melissa Kay Matson | EXECUTIVE VICE PRESIDENT | — |
| Joshua Matthew Crawford | VICE PRESIDENT OF COACHING | — |
| MATSON JOSEPH EDWARD | CEO, CFO, DIRECTOR, SHAREHOLDER; PRESIDENT, CFO; PRESIDENT, CFO, DIRECTOR (+2 more) | — |
| MATSON MICHELLE | VICE PRESIDENT, SECRETARY | — |
| MATSON MATTHEW | SECRETARY, VICE PRESIDENT; SHAREHOLDER; VICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER | — |
| LIST DANIEL JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & PRESIDENT | — |
| MCNEIL ALMUS LAWAIN | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT; VICE PRESIDENT | — |
| MATSON MARY LOU | SHAREHOLDER | — |
| CRAYCRAFT KENNETH ROY | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| MILLER STEVE BRADFORD | PRESIDENT | — |
| KNOBLOCK ELIZABETH MARIE | CLO | — |
| SHEPARD ZACHARY DAVID | VICE PRESIDENT | — |
| Matson Melissa Kay | EXECUTIVE VICE PRESIDENT | — |
| WIEHE RICK | VICE PRESIDENT OF OPERATIONS; VICE PRESIDENT OF PROJECT MANAGEMENT | — |
| Crawford Joshua M | VICE PRESIDENT OF COACHING | — |
| ASH ALEX GARRETT | VICE PRESIDENT OF ADVISOR RELATIONS | — |
| MATSON MICHELLE LOTZ | VICE PRESIDENT, SECRETARY | — |
| MATSON MATTHEW SANFORD | VICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER | — |
| CRAWFORD JOSHUA MATTHEW | VICE PRESIDENT OF COACHING | — |
| WIEHE RICHARD MICHAEL | VICE PRESIDENT OF PROJECT MANAGEMENT | — |
| Joshua Michael Crawford | CO CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110425/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110425/similar
- Related entities: https://search.stillhousedata.com/firm/110425/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110425

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.