Meeder Advisory Services, Inc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 106814
· SEC file 801-40023
· Dublin, OH
· meederinvestment.com
☆ Save with Pro
ADV data as of Apr 10, 2026
- Regulatory AUM
- $2.9B
- Discretionary
- $2.9B
- Clients
- 3,636
- Avg AUM / client
- $787K
- Accounts
- 3,640
- Employees
- 73
AUM over time
$333M
$2.9B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,877 | $945M | 33.0% |
| High net worth individuals | 717 | $1.8B | 62.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.9M | 0.07% |
| Charitable organizations | 9 | $26.5M | 0.93% |
| Insurance companies | Fewer than 5 clients | $24.6M | 0.86% |
| Corporations and other businesses | 33 | $84.0M | 2.94% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Allied Physicians Surgery Center, Llc 401(k) Profit Sharing Plan Allied Physicians Surgery Center, Llc | 2024 | |
| Hilltop Energy, Inc. 401(k) Plan Hilltop Energy, Inc. | 2024 | |
| Realtime Peo Ii, Llc 401(k) Plan Realtime Peo Ii, Llc | 2024 | |
| Abrasive Technology, Inc. Retirement Plan Abrasive Technology, Inc. | 2024 |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Meeder, Robert, Sherman (Jr) | President | Oct 1991 (35y) | Less than 5% | |
| John Jason Click | Senior Vice President | CFP | Oct 2011 (15y) | 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% | |
| Brand, Timothy, Peter | Senior Vice President | Sep 2024 (2y) | Less than 5% | |
| Bowersox, Matthew, Christian | Chief Financial Officer | Nov 2024 (2y) | Less than 5% | |
| Joseph Thomas Tocyloski | Registered representative | Feb 2017 (9y) | ||
| Ted Thomas Clark | Registered representative | May 2018 (8y) | ||
| Angelo Manzo | Registered representative | CFP CFA | May 2021 (5y) | |
| Chris Joseph Engel | Registered representative | May 2021 (5y) | ||
| James Andrew Morton | Registered representative | Aug 2023 (3y) | ||
| Joshua Paul Hunter | Registered representative | Jan 2024 (3y) | ||
| David Lien | Registered representative | Jun 2024 (2y) | ||
| Kevin Thomas Kruse | Registered representative | Aug 2024 (2y) | ||
| Byul S Jheong | Registered representative | Oct 2024 (2y) | ||
| Ross Emrick | Registered representative | Oct 2024 (2y) | ||
| Mikel M Zeidenstein | Registered representative | CFA | Mar 2025 (1y) | |
| Neil Patel | Registered representative | Sep 2025 (1y) | ||
| Daniel Sylvester Liss | Registered representative | CFA | Sep 2025 (1y) | |
| David Joseph Pagliaro | Registered representative | Jan 2026 (1y) | ||
| Troy Oehler | Registered representative | Feb 2026 (0y) | ||
| Robert Francis Behan | Registered representative | CFA | Apr 2026 (0y) | |
| Kendall I Theil | Registered representative | May 2026 (0y) | ||
| Kyle Mc Laren Westland | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Meeder Investment Management, Inc. | Parent Corporation | Oct 1991 | 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 Trus | 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 Trus: 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.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Allied Physicians Surgery Center, Llc 401(k) Profit Sharing Plan | Allied Physicians Surgery Center, Llc | 126 | $12.7M | 01/01/2024 |
| Hilltop Energy, Inc. 401(k) Plan | Hilltop Energy, Inc. | 87 | $10.1M | 01/01/2024 |
| Realtime Peo Ii, Llc 401(k) Plan | Realtime Peo Ii, Llc | 147 | $9.7M | 01/01/2024 |
| Abrasive Technology, Inc. Retirement Plan | Abrasive Technology, Inc. | 217 | $16.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 1.15 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 businesses/institutional clients
Custody
Reported custodians
- Pershing $1.1B (40% of AUM) Apr 2026
- Charles Schwab & Co. $1.1B (38% of AUM) Apr 2026
- National Financial Services (Fidelity) $299M (10% of AUM) Apr 2026
- Nationwide Bank $138M (12% of AUM) Jan 2024
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: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗