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Meeder Public Funds, Inc.

Dublin, OHSEC-registered investment adviserCRD 106816

Filed as MEEDER PUBLIC FUNDS, INC.

Meeder Public Funds, Inc. is an SEC-registered investment advisory firm in Dublin, OH, registered since 1990, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 11, 2026.

36 years
registered since 1990
$70,162,169,136
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Meeder Public Funds, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Meeder Public Funds, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

Where is Meeder Public Funds, Inc. located?

Meeder Public Funds, Inc.'s principal office is in Dublin, OH, according to its Form ADV; the September 2026 filing also lists 7 other offices (Schedule D, Section 1.F).

Is Meeder Public Funds, Inc. registered with the SEC or a state?

Meeder Public Funds, Inc. is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 106816.

How much does Meeder Public Funds, Inc. manage?

Meeder Public Funds, Inc. reports $70,162,169,136 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (77% discretionary).

How have Meeder Public Funds, Inc.'s assets and staff changed since 2021?

In the Form ADV data for Meeder Public Funds, Inc.: Regulatory assets under management: $16,236,380,559 in the October 2021 data and $70,162,169,136 in the October 2026 data, up 332%. Total employees: 39 in October 2021 and 77 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Meeder Public Funds, Inc. serve?

By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (529); corporations or other businesses not listed above (19); banking or thrift institutions (17).

Which custodians does Meeder Public Funds, Inc. use?

Meeder Public Funds, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Principal Financial Group and US Bank as custodians holding 10% or more of its separately managed account assets.

Does Meeder Public Funds, 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/106816

What changed in Meeder Public Funds, Inc.'s recent Form ADV filings?

In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated June 24, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$70,162,169,136

$70,162,169,136 as of October 2026, filing dated August 11, 2026.

Discretionary: $54,340,959,607.Non-discretionary: $15,821,209,529.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
High net worth individuals
Clients Fewer than 5 Assets $10,708,421 (0%)
Banking or thrift institutions
Clients 17 Assets $325,330,708 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 3 Assets $3,795,184,359 (5%)
Charitable organizations
Clients 14 Assets $593,332,210 (1%)
State or municipal government entities (including government pension plans)
Clients 529 Assets $64,861,279,839 (92%)
Corporations or other businesses not listed above
Clients 19 Assets $576,333,599 (1%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
  • Other

Registration and firm details

Items 1, 2, 5
Also doing business as
MEEDER INVESTMENT MANAGEMENT, INC.
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1990 (36 years)
Employees
Total: 77. Performing investment advisory functions: 58.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

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.

Other offices (Schedule D, Section 1.F)
7 other offices, as of the September 2026 filing
Austin, TXDenver, COFarmington, UTLansing, MILas Vegas, NVLong Beach, CAPhoenix, AZ
States registered or notice-filed
34 states or jurisdictions
AKAZCACOFLHIIAIDILINKYLAMEMIMNMONENHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWY

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$16.2B 2021 $18.9B 2022 $25.4B 2023 $54.6B 2024 $59.3B 2025 $70.2B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$70,162,169,13677August 11, 2026
October 2025$59,252,706,11851March 28, 2025
October 2024$54,569,476,42048July 12, 2024
October 2023$25,371,529,34948August 9, 2023
October 2022$18,915,097,97046September 8, 2022
October 2021$16,236,380,55939July 27, 2021

Regulatory assets under management: $16,236,380,559 in the October 2021 data and $70,162,169,136 in the October 2026 data, up 332%.

Total employees: 39 in October 2021 and 77 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. September 2026
    • Updated its list of owners and control persons (Schedule A).
  2. July 2026
    • Employees performing advisory functions went from 52 to 58.
    • Changed its office addresses in Denver, CO.
    • Added an office in Farmington, UT.
    • No longer lists an office in Salt Lake City, UT.
  3. March 2026
    • Employees performing advisory functions went from 34 to 52.
  4. January 2026
    • Added an office in Phoenix, AZ.
    • Updated its list of owners and control persons (Schedule A).
  5. December 2025
    • Registered or notice-filed in IA, NE.
  6. November 2025
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
meederinvestment.comtexas-connect.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Meeder Public Funds, Inc. (CRD 106816): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/meeder-public-funds-inc-dublin-oh-106816