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MEEDER ASSET MANAGEMENT, INC.
Legal name: MEEDER ASSET MANAGEMENT, INC
CRD 105794File 801-9839
APPROVED
Retail clients
Custody
Filing as of Mar 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.33B
Top 25% of cohort (national)
Discretionary AUM
$3.33B
Clients
233
279 accounts
Employees
52
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 16, 1974
- Principal office
- 6125 MEMORIAL DRIVE, DUBLIN, OH, 43017
- Phone
- 866-633-3371
- Website
- http://meederinvestment.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.33B
- Discretionary AUM
- $3.33B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 279
- Non-discretionary accounts
- 0
- Total accounts
- 279
- AUM per client
- $14.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7K |
| Investment companies | 10 | $3.30B |
| Pension and profit sharing plans | Fewer than 5 | $8.9M |
| Individuals (other than high net worth individuals) | 223 | $17.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 35 | 52 | increased by17 |
| Apr 1, 2026 | Clients | 346 | 233 | decreased by113 |
| Apr 1, 2026 | AUM | $2,476,415,741 | $3,325,832,263 | increased by$849,416,522 |
| Apr 1, 2026 | Accounts | 416 | 279 | decreased by137 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 81 | 35 | decreased by46 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,095 | 346 | decreased by749 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,480,091,772 | $2,476,415,741 | decreased by$3,676,031 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,095 | 416 | decreased by679 |
| Apr 1, 2022 | Employees | 92 | 81 | decreased by11 |
| Apr 1, 2022 | Clients | 1,195 | 1,095 | decreased by100 |
| Apr 1, 2022 | AUM | $2,595,722,485 | $2,480,091,772 | decreased by$115,630,713 |
| Apr 1, 2022 | Accounts | 1,196 | 1,095 | decreased by101 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MEEDER ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MEEDER ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.