DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Meeder Asset Management, Inc.
Legal name Meeder Asset Management, Inc
Latest filing Mar 9, 2026
First filing on the tape Mar 30, 2012 · 39 filings
SEC status approved since Mar 16, 1974
RAUM
$3.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.5%
$17.6M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$3.3B
derived; firm RAUM over IAPD count
Employees
52
33 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$3.3B as of Mar 9, 2026
Mar 30, 2012$824M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 9, 2026
Mar 28, 20131 then
Employees (5.A)52 as of Mar 9, 2026
Mar 28, 201344 then
Private funds: no history
RAUM +34% over the last fiscal year+16% a year over threeIARs 2 to 0
Practice profile
derived from the filing of Mar 9, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $3.3BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $11.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 52.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +34%derivedbetween the last two annual amendments
- Advisor growth, one year
- -100%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for investment companiesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$3.3B99%
- Individuals$17.6M0.5%
- Pension and profit-sharing plans$8.9M0.3%
- Corporations and businesses$6,8590.0%
- Individual clients
- 223reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 279reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.01 fund_share=0.99 institutional_share=0.0 related_bd=true related_bank=false bd_reps=4.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Jason ClickCertified Financial Planner | Dublin, Oh | Dec 11, 2009 | 25 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount4 left over 36 months
Left, latest
- Michael Frederick Saraullo to Summit Financial, LLCApr 9, 2024 · Other
- Ryan C Johnson to Summit Financial, LLCApr 9, 2024 · Other
- John Michael Miller to Summit Financial, LLCApr 9, 2024 · Other
- Aaron Brandon Adkins to Meeder Advisory Services, Inc.Sep 20, 2023 · Other
- Ted Thomas Clark to Meeder Advisory Services, Inc.May 12, 2021 · Other
- Paul Barclay Geiger to Meeder Advisory Services, Inc.May 10, 2021 · Other
- Daniel Gardiner to Meeder Advisory Services, Inc.May 10, 2021 · Other
- Chris Joseph Engel to Meeder Advisory Services, Inc.May 7, 2021 · Other
- Ross Emrick to Meeder Advisory Services, Inc.May 7, 2021 · Other
- Daniel Patrick Otoole to Meeder Advisory Services, Inc.May 7, 2021 · Other
- James Francis Agasar to Meeder Advisory Services, Inc.May 7, 2021 · Other
- Joseph R. Maul to Meeder Advisory Services, Inc.May 7, 2021 · Other
- Daniel Paul Messmer to Meeder Advisory Services, Inc.May 7, 2021 · Other
- Angelo Manzo to Meeder Advisory Services, Inc.May 5, 2021 · Other
- Robert Ralph Brown to World Investment Advisors, LLCJun 15, 2020 · Other
Joined, latest
- Chris Joseph Engel from Advisors Capital Management, LLCJul 31, 2019 · Other
- Robert Ralph Brown from Nationwide Investment Advisors, LLCJul 31, 2019 · Other
- Paul Barclay Geiger from Orion Portfolio Solutions, LLCJul 30, 2019 · Other
- Daniel Patrick Otoole from Horizon Investments LLCJul 10, 2019 · Other
- Joseph R. Maul from J.P. Morgan Securities LLCJun 5, 2019 · Other
- Michael Frederick Saraullo from Foresters Advisory Services, LLCJan 30, 2019 · Other
- Timothy Harmon Irwin from Montage Investments, LLCJan 5, 2018 · Other
- Ted Thomas Clark from Equitable Advisors, LLCMay 1, 2017 · Other
- Angelo Manzo from Hightower Advisors, LLCMar 6, 2017 · Other
- Aaron Brandon Adkins from Nationwide Investment Advisors, LLCMar 6, 2017 · Other
- Christopher Collin Bright from Fifth Third Securities, Inc.Feb 17, 2017 · Other
- Erik J Pedersen from Chase Investment Services Corp.Sep 30, 2011 · Other
- Brian E Biehl from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 10, 2011 · Other
- Robert Bradley Miller from Meeder Advisory Services, Inc.Oct 1, 2010 · Other
- Ronald Douglas Sala from Lincoln InvestmentJun 16, 2010 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 3 left for Summit Financial, LLCApr 9, 2024 · Dublin, Oh · Firm absorbed
- 10 left for Meeder Advisory Services, Inc.May 5, 2021 · Dublin, Oh · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Christian Matthew Bowersox · Chief Financial Officercontrolsince 11/2024 · owns less than 5%
- Jason John Click · Senior Vice Presidentcontrolsince 10/2011 · owns less than 5%
- Sherman (Jr) Robert Meeder · President & Chief Executive Officercontrolsince 05/1983 · owns less than 5%
- Scott Adam Ness · Chief Operating Officercontrolsince 10/2017 · owns less than 5%
- Raymond Brandon Kipp · Chief Compliance Officersince 01/2024 · owns less than 5%
- Neil Timothy Mccabe · Chief Legal Officersince 09/2015 · owns less than 5%
Entity owners
- Meeder Investment Management, Inc. · Parent Corporationdirect · owns 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 · Presidentindirect · owns 50% to 75% of Meeder Investment Management, Inc.
- Robert S. Meeder, Sr., As Trustee Of The The Robert S. Meeder, Sr. 2019 Irrevocable Trust · Shareholderindirect · owns 25% to 50% of Meeder Investment Management, Inc.
Related persons
Schedule D 7.A
- Meeder Advisory Services, Inc.investment advisernRAUM $2.9B
- Meeder Distribution Services, Inc.broker-dealern
- Meeder Insurance Services, LLC.real estaten
- Meeder Public Funds, Inc.investment advisernRAUM $70B
Advisers that list Meeder Asset Management, Inc. as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Dublin, Oh · principal | 1 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 9, 2026custody of client assets (Item 9.A): yes on the filing of 2025-12-22, no on the filing of 2026-03-09peers: asset managers, $1B to $5B (1,506)
What changed
consecutive filings, newest first
- Accounts · 416 to 279Dec 22, 2025 to Mar 9, 2026
- Advisory employees · 19 to 33Dec 22, 2025 to Mar 9, 2026
- Advisory activities · 3 to 2Dec 22, 2025 to Mar 9, 2026
- Individual clients · 335 to 223Dec 22, 2025 to Mar 9, 2026
- Pension plan clients · 1.0 to unsetDec 22, 2025 to Mar 9, 2026
- Assets in custody · 1331582.0 to unsetDec 22, 2025 to Mar 9, 2026
- Custody of client assets · true to falseDec 22, 2025 to Mar 9, 2026
- Employees · 35 to 52Dec 22, 2025 to Mar 9, 2026
- Insurance-licensed employees · 2 to 0Dec 22, 2025 to Mar 9, 2026
- State-registered IARs · 2 to 0Dec 22, 2025 to Mar 9, 2026
- Discretionary RAUM · $2.5B to $3.3BDec 22, 2025 to Mar 9, 2026
- Individual RAUM · $41.9M to $17.6MDec 22, 2025 to Mar 9, 2026
- Pension RAUM · $1.3M to $8.9MDec 22, 2025 to Mar 9, 2026
- RAUM · $2.5B to $3.3BDec 22, 2025 to Mar 9, 2026
- Financial planning clients · 0 to 0Mar 28, 2025 to Oct 22, 2025
- Accounts · 1,331 to 416Dec 17, 2024 to Mar 28, 2025
- Advisory employees · 15 to 19Dec 17, 2024 to Mar 28, 2025
- Advisory activities · 4 to 3Dec 17, 2024 to Mar 28, 2025
- Charity clients · 2.0 to unsetDec 17, 2024 to Mar 28, 2025
- Corporate clients · 21.0 to unsetDec 17, 2024 to Mar 28, 2025
- Individual clients · 1,131 to 335Dec 17, 2024 to Mar 28, 2025
- Pension plan clients · 3 to 1Dec 17, 2024 to Mar 28, 2025
- Assets in custody · $13.3M to $1.3MDec 17, 2024 to Mar 28, 2025
- Employees · 33 to 35Dec 17, 2024 to Mar 28, 2025
- Insurance-licensed employees · 1 to 2Dec 17, 2024 to Mar 28, 2025
- Financial planning clients · 1-10 to 0Dec 17, 2024 to Mar 28, 2025
- State-registered IARs · 5 to 2Dec 17, 2024 to Mar 28, 2025
- Discretionary RAUM · $2.4B to $2.5BDec 17, 2024 to Mar 28, 2025
- Individual RAUM · $345M to $41.9MDec 17, 2024 to Mar 28, 2025
- Pension RAUM · $1.8M to $1.3MDec 17, 2024 to Mar 28, 2025
- RAUM · $2.4B to $2.5BDec 17, 2024 to Mar 28, 2025
- Wrap assets (manager) · 0.0 to unsetDec 17, 2024 to Mar 28, 2025
- Wrap assets (sponsor) · 0.0 to unsetDec 17, 2024 to Mar 28, 2025
- Accounts · 1,563 to 1,331Jan 12, 2024 to Mar 28, 2024
- Advisory employees · 12 to 15Jan 12, 2024 to Mar 28, 2024
- Charity clients · 3 to 2Jan 12, 2024 to Mar 28, 2024
- Corporate clients · 29 to 21Jan 12, 2024 to Mar 28, 2024
- Individual clients · 1,180 to 1,131Jan 12, 2024 to Mar 28, 2024
- Pension plan clients · 2 to 3Jan 12, 2024 to Mar 28, 2024
- Assets in custody · $99.6M to $13.3MJan 12, 2024 to Mar 28, 2024
Signals
13 dated events
- Meeder Asset Management, Inc. reported RAUM $3.3B, up 34% from $2.5B (2025-12-22 to 2026-03-09)Mar 9, 2026 · RAUM change · derived
- Christian Matthew Bowersox (Chief Financial Officer) appeared on Schedule A of Meeder Asset Management, Inc.Dec 17, 2024 · Control person joined · fact
- Patrick Daniel Otoole (Senior Vice President) no longer on Schedule A of Meeder Asset Management, Inc. (listed 2024-03-28, absent 2024-12-17)Dec 17, 2024 · Control person left · inference
- Michael Frederick Saraullo left Meeder Asset Management, Inc. for Summit Financial, Llc (registered 2024-04-05)Apr 9, 2024 · Advisor changed firm · fact
- John Michael Miller left Meeder Asset Management, Inc. for Summit Financial, Llc (registered 2024-04-05)Apr 9, 2024 · Advisor changed firm · fact
- Ryan C Johnson left Meeder Asset Management, Inc. for Summit Financial, Llc (registered 2024-04-05)Apr 9, 2024 · Advisor changed firm · fact
- Meeder Asset Management, Inc.'s advisors moved to Summit Financial, LLC (Dublin, OH): 3 of 4 registered, on the same dayApr 9, 2024 · Firm absorbed (people side) · derived
- Aaron Brandon Adkins left Meeder Asset Management, Inc. for Meeder Advisory Services, Inc. (registered 2024-03-18)Sep 20, 2023 · Advisor changed firm · fact
- Meeder Asset Management, Inc. reported 5 state-registered advisory representatives, down from 23 (2022-03-31 to 2023-03-31)Mar 31, 2023 · Advisor headcount change · derived
- William Dale Smith (Co-Chief Investment Officer) no longer on Schedule A of Meeder Asset Management, Inc. (listed 2021-11-01, absent 2022-03-31)Mar 31, 2022 · Control person left · inference
- Sherman (Sr) Robert Meeder (Shareholder) no longer on Schedule A of Meeder Asset Management, Inc. (listed 2019-07-15, absent 2019-11-08)Nov 8, 2019 · Control person left · inference
- Lee Clinton Brewer (Co-Chief Investment Officer) no longer on Schedule A of Meeder Asset Management, Inc. (listed 2019-03-29, absent 2019-07-15)Jul 15, 2019 · Control person left · inference
- Meeder Asset Management, Inc. reported 16 state-registered advisory representatives, up from 5 (2017-03-31 to 2018-03-29)Mar 29, 2018 · Advisor headcount change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/meeder-investment-managementreportedpublic record, Form ADV, Sep 17, 2026
- Website
- meederinvestment.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 866-633-3371reportedpublic record, Form ADV, Mar 9, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $3.3Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026