Asset manager · Dublin, OH
Meeder Asset Management, Inc.
Meeder Asset Management, Inc · SEC-registered investment adviser · CRD 105794 · SEC 801-9839
At a glance
Meeder Asset Management, Inc. is an SEC-registered investment adviser based in Dublin, Ohio, with $3.3 billion in regulatory assets under management as of its Form ADV filed March 9, 2026. Its largest client group by assets is investment companies, and it reports 223 individual clients. By Form ADV it is a asset manager, ranked 837th of 3,218 asset managers and 2,661st of 17,210 SEC-registered advisers by assets.
Main office 866-633-3371meederinvestment.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.3B
- Rank among asset managers
- #837 of 3,218
- Rank among all SEC RIAs
- #2,661 of 17,210
- Rank in Ohio
- #52 of 403
- Individual clients
- 223
- High-net-worth clients
- 0
- Accounts
- 279
- Discretionary
- 100% of AUM
- Employees
- 52
- Advisory staff
- 33
- Offices
- 1
Owners and executives on its Form ADV
- Timothy N. McCabeChief Legal Officer
- Robert S. MeederPresident & Chief Executive Officer
- Adam S. NessChief Operating Officer
- Brandon R. KippChief Compliance Officer
- Matthew C. BowersoxChief Financial Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Meeder Asset Management, Inc. is a hybrid RIA: 4 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Meeder Distribution Services, Inc..
- Meeder Distribution Services, Inc. ↗CRD 36773
An introducing broker-dealer: its trades clear through another firm, which holds the brokerage accounts. Its annual audited report filed with the SEC, March 2026
Its Form ADV brochure (filed March 2026) names Meeder Distribution Services as the broker-dealer its advisers are registered with.
OTHER COMPENSATION Some investment adviser representatives of MAM may also be registered representatives of an affiliated brokerage firm, Meeder Distribution Services, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 10 | $3.3B | 99% |
| Individuals | 223 | $18M | <1% |
| Pension and profit sharing plans | – | $9M | <1% |
| Corporations or other businesses | – | $0M | <1% |
Disciplinary disclosures
Meeder Asset Management, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗meederinvestment.com ↗
AtlasMembers
The full record on Meeder Asset Management, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 791 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Meeder Asset Management, Inc. manage?
Meeder Asset Management, Inc. reports $3.3 billion in regulatory assets under management across 279 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 9, 2026.
What kind of firm is Meeder Asset Management, Inc.?
Meeder Asset Management, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Meeder Asset Management, Inc.’s clients?
By assets, its largest client types are investment companies ($3.3 billion, 10 clients); individuals ($18 million, 223 clients); pension and profit sharing plans ($9 million).
Does Meeder Asset Management, Inc. have any disciplinary history?
Meeder Asset Management, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Meeder Asset Management, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-09), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →