Meeder Asset Management, Inc.

Registered investment adviser · Dublin, OH · CRD #105794

Form ADV data as of 2026-09-01

Regulatory assets

$3.33 billion

Total accounts

279

Employees

Disclosure events

Firm details

Website: http://linkedin.com/company/meeder-investment-management
Telephone: 866-633-3371
SEC file number: 801-9839
Most recent Form ADV filing: 2026-03-09
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	$3.33 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$3.33 billion
Discretionary accounts	279
Non-discretionary accounts	0
Total accounts	279
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	52
Employees performing investment advisory functions (including research)	33
Employees who are registered representatives of a broker-dealer	4
Employees registered as investment adviser representatives with a state	0
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	11

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	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$43.7 million
Clients for whom a related person has custody	363
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	2

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 investment companies

Other business activities

Commodity pool operator or commodity trading advisor

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)Trust 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)	223	$17.6 million
Investment companies	10	$3.30 billion
Pension and profit sharing plans (not the participants or government plans)	Not reported	$8.9 million
Corporations or other businesses not listed above	Not reported	$6,859