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Chief Compliance Officer & President · Matson Money, Inc.

Daniel J. List

CRD 2619515 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Matson Money, Inc., an SEC-registered asset manager based in Mason, OH with $24.3 billion in regulatory assets, lists Daniel J. List on its Form ADV as Chief Compliance Officer & President, a control person. The SEC filings also name Daniel at 1 other registered adviser.

Firms and roles

  • Matson Money, Inc.Chief Compliance Officer & PresidentAsset manager · Mason, OH · $24B in regulatory assets
  • Matson Capital LLCChief Compliance Officer & PresidentAsset manager · Mason, OH · $0M in regulatory assets

AtlasMembers

Daniel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.