Meeder Asset Management, Inc
- Regulatory AUM
- $3.3B
- Discretionary
- $3.3B
- Clients
- 233
- Avg AUM / client
- $14.3M
- Accounts
- 279
- Employees
- 52
AUM over time
Annual snapshots from Form ADV filings · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 223 | $17.6M | 0.53% |
| Investment companies | 10 | $3.3B | 99.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.9M | 0.27% |
| Corporations and other businesses | Fewer than 5 clients | $6.9K | 0.0% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Meeder, Robert, Sherman (Jr) | President & Chief Executive Officer | May 1983 (43y) | Less than 5% | |
| John Jason Click | Senior Vice President | CFP | Dec 2009 (17y) | Less than 5% |
| Mccabe, Timothy, Neil | Chief Legal Officer | Sep 2015 (11y) | Less than 5% | |
| Ness, Adam, Scott | Chief Operating Officer | Oct 2017 (9y) | Less than 5% | |
| Kipp, Brandon, Raymond | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Bowersox, Matthew, Christian | Chief Financial Officer | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Meeder Investment Management, Inc. | Parent Corporation | Dec 1986 | A | 75% or more |
| Robert S. Meeder, Jr., As Trustee Of The Robert S. Meeder, Jr. Restated Trust, U/T/A Dated May 22, 2018, As Amended | President | May 1993 | B | ≈ 37.5% – 75% via Meeder Investment Management, Inc. |
| Robert S. Meeder, Sr., As Trustee Of The The Robert S. Meeder, Sr. 2019 Irrevocable Trust | Shareholder | Jul 2018 | B | ≈ 18.75% – 50% via Meeder Investment Management, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Robert S. Meeder, Jr., As Trustee Of The Robert S. Meeder, Jr. Restated Trust, U/T/A Dated May 22, 2018, As Amended: 50% – 75% of Meeder Investment Management, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Robert S. Meeder, Sr., As Trustee Of The The Robert S. Meeder, Sr. 2019 Irrevocable Trust: 25% – 50% of Meeder Investment Management, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/09/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
Custody
Reported custodians
- Charles Schwab & Co. $292M (12% of AUM) Dec 2024
- Mutual Funds Service Company $47.9M (2% of AUM) Jan 2024
- Huntington National Bank $26.6M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗