MEEDER ADVISORY SERVICES, INC.

Legal name: MEEDER ADVISORY SERVICES, INC

CRD 106814File 801-40023

APPROVED

Retail clients

Filing as of Apr 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.86B

Top 25% of cohort (national)

Discretionary AUM

$2.86B

Clients

3,636

3,640 accounts

Employees

Top 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Oct 23, 1991
Principal office: 6125 MEMORIAL DR, DUBLIN, OH, 43017
Phone: 866-633-3371
Website: Http://meederinvestment.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.86B
Discretionary AUM: $2.86B
Non-discretionary AUM: $0
Discretionary accounts: 3,640
Non-discretionary accounts: 0
Total accounts: 3,640
AUM per client: $787K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	33	$84.0M
Insurance companies	Fewer than 5	$24.6M
Charitable organizations	9	$26.5M
High net worth individuals	717	$1.78B
Pension and profit sharing plans	Fewer than 5	$1.9M
Individuals (other than high net worth individuals)	2,877	$945.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.