# Meeder Asset Management, Inc.

> Meeder Asset Management, Inc. is an SEC-registered investment advisory firm in Dublin, OH, registered since 1974, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 105794
- Filed as: MEEDER ASSET MANAGEMENT, INC.
- Also doing business as: MEEDER INVESTMENT MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105794
- AdvisorCensus page: https://advisorcensus.com/firm/meeder-asset-management-inc-dublin-oh-105794

## Quick answers

**How is Meeder Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Meeder Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Meeder Asset Management, Inc. located?**
Meeder Asset Management, Inc.'s principal office is in Dublin, OH, according to its Form ADV.

**Is Meeder Asset Management, Inc. registered with the SEC or a state?**
Meeder Asset Management, Inc. is an SEC-registered investment advisory firm, registered since 1974. Status as filed: Approved. CRD 105794.

**How much does Meeder Asset Management, Inc. manage?**
Meeder Asset Management, Inc. reports $3,325,832,263 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**How have Meeder Asset Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Meeder Asset Management, Inc.: Regulatory assets under management: $2,595,722,485 in the October 2021 data and $3,325,832,263 in the October 2026 data, up 28%. Total employees: 92 in October 2021 and 52 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Meeder Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (223); investment companies (10).

**Which custodians does Meeder Asset Management, Inc. use?**
Meeder Asset Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Huntington National Bank as a custodian holding 10% or more of its separately managed account assets.

**Does Meeder Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105794

**What changed in Meeder Asset Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 19 to 33. Regulatory assets under management went from $2,476,415,741 to $3,325,832,263 (+34%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Huntington National Bank

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,325,832,263
- Discretionary: $3,325,832,263
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 223 | $17,631,625 |
| Investment companies | 10 | $3,299,256,290 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $8,937,489 |
| Corporations or other businesses not listed above | Fewer than 5 | $6,859 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 1974 (52 years)
- Employees: 52 total, 33 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VI, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- meederinvestment.com
- Facebook @meederinvestment
- Instagram @meederinvestment
- LinkedIn @meeder-investment-management
- X @MeederIM
- YouTube @meederinvestmentmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,595,722,485 | 92 | May 4, 2021 |
| October 2022 | $2,480,091,772 | 81 | March 31, 2022 |
| October 2023 | $2,145,097,957 | 36 | March 31, 2023 |
| October 2024 | $2,420,073,659 | 33 | March 28, 2024 |
| October 2025 | $2,476,415,741 | 35 | March 28, 2025 |
| October 2026 | $3,325,832,263 | 52 | March 9, 2026 |

Regulatory assets under management: $2,595,722,485 in the October 2021 data and $3,325,832,263 in the October 2026 data, up 28%.
Total employees: 92 in October 2021 and 52 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 19 to 33.
- Regulatory assets under management went from $2,476,415,741 to $3,325,832,263 (+34%).

### January 2026
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Meeder Asset Management, Inc. (CRD 105794): Form ADV filing data as of October 2026.