ADV disclosures

Stadion spans three ADV categories; 152 daily firm filing observations

Stadion Money Management, LLC had Part 1, Part 2 brochure and client relationship summary filing observations on 10/03/2026. From 10/02/2026 through 10/04/2026, the complete cohort comprised 152 daily firm filing observations; category observations can overlap and do not establish substantive document changes.

By Maya Chen·Edition ·1 min read

Stadion Money Management, LLC had Part 1, Part 2 brochure and client relationship summary filing observations on 10/03/2026. The observation date is not a submission or processing date, and the observed categories do not establish substantive document changes.

From 10/02/2026 through 10/04/2026, the complete cohort comprised 152 daily firm filing observations. Within that period, 152 Part 1 filing observations, 84 Part 2 brochure observations and 68 client relationship summary observations were recorded in the source; the category counts overlap and should not be added together.

The daily counts were 139 daily firm filing observations on 10/02/2026, 8 on 10/03/2026 and 5 on 10/04/2026. These are dates the observations were seen, not necessarily the dates firms submitted filings.

ADV filing observations

The appendix lists all 152 daily firm filing observations from 10/02/2026 through 10/04/2026. An observation can include multiple document categories and does not by itself prove a substantive document change.

Showing rows 51–75 of 152. The CSV contains the complete table.

FirmFirm CRDObservedDocuments filed
FBL Wealth Management, LLC29139610/02/2026Part 1; Form CRS
Fenwick Financial33123510/02/2026Part 1
Fiduciary Trust Private Wealth Counsel LLC31857910/02/2026Part 1
Financial Futures12890010/02/2026Part 1; Part 2 brochure; Form CRS
Findicia, Inc.33060910/02/2026Part 1
Forte Asset Management, LLC13296910/02/2026Part 1; Form CRS
Friday Financial32974810/02/2026Part 1; Form CRS
Gargas Investments LLC32394710/02/2026Part 1; Part 2 brochure
Gibson Capital33850710/02/2026Part 1
Grantham Poole Advisors, LLC11695610/02/2026Part 1; Part 2 brochure
Great Elm Capital Management, LLC28430410/02/2026Part 1
Great Lakes Retirement Planning, LLC29043410/02/2026Part 1; Part 2 brochure
Halo Investment Services, LLC32561310/02/2026Part 1; Form CRS
Hassell Wealth Management29789210/02/2026Part 1; Part 2 brochure
Haws Financial Planning LLC29912210/02/2026Part 1; Form CRS
HF Advisory Group, LLC30905110/02/2026Part 1; Form CRS
Highbrook Capital Partners33840810/02/2026Part 1; Part 2 brochure; Form CRS
Hilton Financial Group, LLC28522610/02/2026Part 1; Part 2 brochure
Hixon Zuercher Capital Management12346510/02/2026Part 1; Form CRS
Holmes Financial Management Co., LLC34463510/02/2026Part 1
Homestead Capital USA, LLC28118610/02/2026Part 1
Hudson Value Partners, LLC30132510/02/2026Part 1; Form CRS
Ima Advisory Services, Inc.11209110/02/2026Part 1; Part 2 brochure; Form CRS
Independence Asset Advisors, LLC15296310/02/2026Part 1; Part 2 brochure; Form CRS
Innovative Asset Advisors Group33677310/02/2026Part 1

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