Meeder Advisory Services, Inc.

Registered investment adviser · Dublin, OH · CRD #106814

Form ADV data as of 2026-09-01

Regulatory assets

$2.86 billion

Total accounts

3,640

Employees

Disclosure events

Firm details

Website: http://meederinvestment.com
Telephone: 866-633-3371
SEC file number: 801-40023
Most recent Form ADV filing: 2026-04-10
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.86 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$2.86 billion
Discretionary accounts	3,640
Non-discretionary accounts	0
Total accounts	3,640
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	73
Employees performing investment advisory functions (including research)	54
Employees who are registered representatives of a broker-dealer	24
Employees registered as investment adviser representatives with a state	16
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	1
Firms or persons who solicit advisory clients on the firm's behalf	13

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Commodity pool operator or commodity trading advisorTrust companySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities in which it has another proprietary interest
Recommends securities in which it has another sales interest
Recommends brokers or dealers to clients
Receives soft dollar benefits
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	2,877	$945.3 million
High net worth individuals	717	$1.78 billion
Pension and profit sharing plans (not the participants or government plans)	Not reported	$1.9 million
Charitable organizations	9	$26.5 million
Insurance companies	Not reported	$24.6 million
Corporations or other businesses not listed above	33	$84.0 million