Meeder Public Funds, Inc.
SEC-registered
Investment Adviser · Large ($10B–$100B)
CRD 106816
· SEC file 801-37125
· Dublin, OH
· x.com
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ADV data as of Jun 24, 2026
- Regulatory AUM
- $70.2B
- Discretionary
- $54.3B
- Clients
- 582
- Avg AUM / client
- $121M
- Accounts
- 954
- Employees
- 77
AUM over time
$1.5B
$70.2B
Dec 2011
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Asset allocation (SMA assets by investment type)
as of Jun 24, 2026
US government & agency bonds
$47.7B
68%
Investment-grade corporate bonds
$17.5B
25%
Registered investment companies (funds/ETFs)
$3.5B
5%
State & local bonds
$702M
1%
Other
$702M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | Fewer than 5 clients | $10.7M | 0.02% |
| Banking or thrift institutions | 17 | $325M | 0.46% |
| Pooled investment vehicles (non-investment companies) | 3 | $3.8B | 5.41% |
| Charitable organizations | 14 | $593M | 0.85% |
| State or municipal government entities | 529 | $64.9B | 92.4% |
| Corporations and other businesses | 19 | $576M | 0.82% |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Meeder, Robert, Sherman (Jr) | Chief Executive Officer | Nov 2013 (13y) | Less than 5% | |
| Jason Dale Headings | Senior Vice President | Jan 2015 (12y) | Less than 5% | |
| John Jason Click | President | CFP | Jan 2015 (12y) | 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% | |
| Azoff, Jonathan, Harry | Senior Vice President | Jul 2023 (3y) | 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% | |
| Scott Douglas Gruber | Registered representative | May 2017 (9y) | ||
| Eileen Jean Stanic | Registered representative | May 2017 (9y) | ||
| Michael Calan Kloack | Registered representative | May 2017 (9y) | ||
| Nick Frank Vaccari | Registered representative | Feb 2019 (7y) | ||
| James Wayne Mccourt | Registered representative | CFA | Mar 2021 (5y) | |
| Benjamin Ray Sehy | Registered representative | Sep 2022 (4y) | ||
| Gregory Dale Balls | Registered representative | CFA | Dec 2023 (3y) | |
| Richard Lee Phillips | Registered representative | Dec 2023 (3y) | ||
| Tonya L Dazzio | Registered representative | Dec 2023 (3y) | ||
| Gabriel G Phillips | Registered representative | Jan 2024 (3y) | ||
| Phillip Jones | Registered representative | Jun 2025 (1y) | ||
| David Shechtman | Registered representative | Jan 2026 (1y) | ||
| Andrew James Robbins | Registered representative | Feb 2026 (0y) | ||
| Daniel Victor Rusk | Registered representative | CFA | Feb 2026 (0y) | |
| Jason Mark Williams | Registered representative | Feb 2026 (0y) | ||
| Jordan Christopher Hansen | Registered representative | Feb 2026 (0y) | ||
| Jace Theodore Richards | Registered representative | CFA | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Meeder Investment Management, Inc. | Parent Corporation | Nov 2013 | 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) | 06/24/2026 | 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
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Us Bancorp $27.1B (39% of AUM) Jun 2026
- Principal Custody Solutions $17.5B (25% of AUM) Jun 2026
- BNY Mellon $7.6B (13% of AUM) Dec 2025
- Huntington Bancshares, Inc $3.7B (14% of AUM) Jan 2024
- U.S. Bank $3.5B (27% of AUM) Feb 2019
- Fifth Third Securities, Inc. $2.9B (12% of AUM) Jan 2024
- Bank Of America, National Association $256M (1% 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: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗