{
  "crd_number": 106816,
  "slug": "meeder-public-funds-inc-dublin-oh-106816",
  "primary_business_name": "MEEDER PUBLIC FUNDS, INC.",
  "legal_name": "MEEDER PUBLIC FUNDS, INC.",
  "dbas": [
    "MEEDER INVESTMENT MANAGEMENT, INC."
  ],
  "city": "Dublin",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "18140",
  "metro": {
    "cbsa_code": "18140",
    "common_name": "Columbus",
    "msa_name": "Columbus, OH",
    "path": "/advisors/oh/columbus"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1990-08-06",
  "years_registered": 36,
  "period": "2026-10-01",
  "filing_date": "2026-08-11",
  "carried_forward": false,
  "raum_total": 70162169136.0,
  "raum_discretionary": 54340959607.0,
  "raum_non_discretionary": 15821209529.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 77,
  "advisory_employees": 58,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 593332210.0,
      "count": 14
    },
    "banking_thrift": {
      "raum": 325330708.0,
      "count": 17
    },
    "state_municipal": {
      "raum": 64861279839.0,
      "count": 529
    },
    "high_net_worth_individuals": {
      "raum": 10708421.0,
      "count": null,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 3795184359.0,
      "count": 3
    },
    "corporations_other_businesses": {
      "raum": 576333599.0,
      "count": 19
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AZ",
    "CA",
    "CO",
    "FL",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KY",
    "LA",
    "ME",
    "MI",
    "MN",
    "MO",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://facebook.com/meederinvestment",
    "https://instagram.com/meederinvestment",
    "https://linkedin.com/company/meeder-investment-management",
    "https://linkedin.com/showcase/meederpublicfunds",
    "https://linkedin.com/showcase/texas-connect",
    "https://meederinvestment.com",
    "https://texas-connect.com",
    "https://x.com/MeederIM",
    "https://youtube.com/@meederinvestmentmanagement"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106816",
  "city_as_filed": "DUBLIN",
  "url": "https://advisorcensus.com/firm/meeder-public-funds-inc-dublin-oh-106816",
  "display_name": "Meeder Public Funds, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Meeder Public Funds, Inc. (CRD 106816): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Meeder Public Funds, Inc. compensated?",
      "a": "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."
    },
    {
      "q": "Where is Meeder Public Funds, Inc. located?",
      "a": "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)."
    },
    {
      "q": "Is Meeder Public Funds, Inc. registered with the SEC or a state?",
      "a": "Meeder Public Funds, Inc. is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 106816."
    },
    {
      "q": "How much does Meeder Public Funds, Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have Meeder Public Funds, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Meeder Public Funds, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Meeder Public Funds, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Meeder Public Funds, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Meeder Public Funds, Inc.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 16236380559.0,
      "total_employees": 39,
      "filing_date": "2021-07-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 18915097970.0,
      "total_employees": 46,
      "filing_date": "2022-09-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 25371529349.0,
      "total_employees": 48,
      "filing_date": "2023-08-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 54569476420.0,
      "total_employees": 48,
      "filing_date": "2024-07-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 59252706118.0,
      "total_employees": 51,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 70162169136.0,
      "total_employees": 77,
      "filing_date": "2026-08-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 34 to 52."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Added an office in Phoenix, AZ.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in IA, NE."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Principal Financial Group",
      "name_as_filed": "PRINCIPAL FINANCIAL GROUP",
      "affiliated": false
    },
    {
      "name": "US Bank",
      "name_as_filed": "US BANK",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/meeder-public-funds-inc-dublin-oh-106816.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": true,
      "raum": 10708421.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 17,
      "fewer_than_5": false,
      "raum": 325330708.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 3795184359.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 14,
      "fewer_than_5": false,
      "raum": 593332210.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 529,
      "fewer_than_5": false,
      "raum": 64861279839.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 19,
      "fewer_than_5": false,
      "raum": 576333599.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106816",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
