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 Public Funds, Inc.

Institutional managerDublin, OhioCRD 106816SEC 801-37125websiteIAPD
Latest filing Aug 11, 2026
First filing on the tape Mar 19, 2012 · 56 filings
SEC status approved since Aug 6, 1990
RAUM
$70B
reported, Item 5.F
Discretionary
77%
of RAUM
Private clients
0.0%
$10.7M individuals and HNW
Advisors
18
registered through the firm on IAPD
RAUM per advisor
$3.9B
derived; firm RAUM over IAPD count
Employees
77
58 advisory (5.B.1)
Offices
7
beyond the principal office
Private funds
0
reported on Schedule D
History
56 filings and snapshots on the tape
RAUM$70B as of Aug 11, 2026
Mar 19, 2012$1.9B then
HNW client RAUM$10.7M as of Aug 11, 2026
Jun 24, 2026$10.7M then
State-registered IARs (5.B.3)19 as of Aug 11, 2026
Mar 11, 20130 then
Employees (5.A)77 as of Aug 11, 2026
Mar 11, 20138 then
Private funds: no history
RAUM +18% over the last fiscal year+40% a year over threeIARs 14 to 19offices 6 to 7
Practice profile
derived from the filing of Aug 11, 2026; every figure names its basis
Archetypes, each a printed rule
  • Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
  • Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
RAUM per advisor
$3.9BderivedRAUM 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
$73.5MderivedRAUM over accounts (5.F.2.f)
Discretionary
77%derivedof RAUM
Institutional
93%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
4.3derivedItem 5.A over advisors
Advisors per office
2.3derived8 offices incl. principal (1.F.5)
RAUM growth, one year
+8.2%derivedbetween the last two annual amendments
Advisor growth, one year
-7.1%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, educational seminars, otherreportedItem 5.G
Wrap fee program
$4.8BreportedItem 5.I
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Firms absorbed, 24 months
1derivedhalf or more of a firm's advisors moved here within 14 days
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)
  • a related person has custody of client securities (9.B.1.b)
  • a related person acts as qualified custodian (9.D.2)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • State and municipal entities$65B92%
  • Pooled investment vehicles$3.8B5.4%
  • Charitable organizations$593M0.8%
  • Corporations and businesses$576M0.8%
  • Banks and thrifts$325M0.5%
  • High-net-worth individuals$10.7M0.0%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
14reported
Accounts
954reported
Financial planning clients
0reported
Wrap fee programs
$0 sponsored, $0 managedreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.0 fund_share=0.05 institutional_share=0.93 related_bd=true related_bank=true bd_reps=10.0derived
Advisors registered through the firm
17 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Scott Douglas GruberDublin, OhMay 12, 201712 y0
Michael Calan KloackLansing, Mi May 24, 201729 y0
Eileen Jean StanicDublin, OhMay 24, 201723 y3
Nick Frank VaccariLong Beach, Ca Feb 5, 201913 y1
James Wayne MccourtChartered Financial AnalystDublin, OhMar 30, 202118 y0
Benjamin Ray SehyDublin, Oh Sep 9, 202218 y3
Gregory Dale BallsChartered Financial AnalystLas Vegas, Nv Dec 15, 202317 y2
Richard Lee PhillipsLas Vegas, Nv Dec 21, 202321 y1
Tonya L DazzioDublin, Oh Dec 21, 202321 y1
Gabriel G PhillipsDublin, OhJan 30, 202417 y0
Phillip JonesDublin, OhJun 13, 202516 y3
David ShechtmanDublin, OhJan 12, 202611 y2
Andrew James RobbinsDublin, OhFeb 27, 202624 y5
Jordan Christopher HansenDublin, OhFeb 27, 202618 y5
Daniel Victor RuskChartered Financial AnalystDublin, OhFeb 27, 202610 y2
Jace Theodore RichardsChartered Financial AnalystDublin, OhFeb 27, 202610 y1
Jason Mark WilliamsDublin, OhFeb 27, 202626 y7
Advisor movement
0 left, 6 joined in 12 months
net +6 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Harry Jonathan Azoff · Senior Vice Presidentcontrol
      since 07/2023 · owns less than 5%
    • Christian Matthew Bowersox · Chief Financial Officercontrol
      since 11/2024 · owns less than 5%
    • Jason John Click · Presidentcontrol
      since 01/2015 · owns less than 5%
    • Dale Jason Headings · Senior Vice Presidentcontrol
      since 01/2015 · owns less than 5%
    • Sherman (Jr) Robert Meeder · Chief Executive Officercontrol
      since 11/2013 · owns less than 5%
    • Scott Adam Ness · Chief Operating Officercontrol
      since 10/2017 · owns less than 5%
    • Raymond Brandon Kipp · Chief Compliance Officer
      since 01/2024 · owns less than 5%
    • Neil Timothy Mccabe · Chief Legal Officer
      since 09/2015 · owns less than 5%
    Entity owners
    • Meeder Investment Management, Inc. · Parent Corporation
      direct · 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 · President
      indirect · 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 · Shareholder
      indirect · owns 25% to 50% of Meeder Investment Management, Inc.
    Related persons
    Schedule D 7.A
    Advisers that list Meeder Public Funds, Inc. as a related person
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Dublin, Oh · principal1860
    Las Vegas, Nv300
    Offices
    Schedule D 1.F, the 25 largest
    • Las Vegas, NV5 employees
    • Austin, TX3 employees
    • Denver, CO1 employees
    • Lansing, MI1 employees
    • Long Beach, CA1 employees
    • Salt Lake City, UT1 employees
    What changed
    consecutive filings, newest first
    • Accounts · 803 to 954
      Apr 2, 2026 to Jun 24, 2026
    • Advisory employees · 52 to 58
      Apr 2, 2026 to Jun 24, 2026
    • Advisory activities · 4 to 5
      Apr 2, 2026 to Jun 24, 2026
    • BD registered reps · 9 to 10
      Apr 2, 2026 to Jun 24, 2026
    • Charity clients · unset to 14.0
      Apr 2, 2026 to Jun 24, 2026
    • Corporate clients · unset to 19.0
      Apr 2, 2026 to Jun 24, 2026
    • Employees · 71 to 77
      Apr 2, 2026 to Jun 24, 2026
    • State-registered IARs · 13 to 19
      Apr 2, 2026 to Jun 24, 2026
    • Discretionary RAUM · $49B to $54B
      Apr 2, 2026 to Jun 24, 2026
    • HNW RAUM · unset to 10708421.0
      Apr 2, 2026 to Jun 24, 2026
    • Non-discretionary RAUM · $15B to $16B
      Apr 2, 2026 to Jun 24, 2026
    • Pooled vehicle RAUM · $3.5B to $3.8B
      Apr 2, 2026 to Jun 24, 2026
    • RAUM · $64B to $70B
      Apr 2, 2026 to Jun 24, 2026
    • Wrap assets (manager) · unset to 0.0
      Apr 2, 2026 to Jun 24, 2026
    • Wrap assets (sponsor) · unset to 0.0
      Apr 2, 2026 to Jun 24, 2026
    • Accounts · 781 to 803
      Dec 22, 2025 to Feb 20, 2026
    • Advisory employees · 34 to 52
      Dec 22, 2025 to Feb 20, 2026
    • BD registered reps · 4 to 9
      Dec 22, 2025 to Feb 20, 2026
    • Employees · 51 to 71
      Dec 22, 2025 to Feb 20, 2026
    • Insurance-licensed employees · 1 to 0
      Dec 22, 2025 to Feb 20, 2026
    • State-registered IARs · 14 to 13
      Dec 22, 2025 to Feb 20, 2026
    • Discretionary RAUM · $47B to $49B
      Dec 22, 2025 to Feb 20, 2026
    • Non-discretionary RAUM · $13B to $15B
      Dec 22, 2025 to Feb 20, 2026
    • Pooled vehicle RAUM · $3.2B to $3.5B
      Dec 22, 2025 to Feb 20, 2026
    • RAUM · $59B to $64B
      Dec 22, 2025 to Feb 20, 2026
    • Other offices · 6 to 7
      Oct 22, 2025 to Dec 22, 2025
    • Financial planning clients · 0 to 0
      Aug 5, 2025 to Oct 22, 2025
    • Employees · 48 to 51
      Dec 17, 2024 to Mar 28, 2025
    • Financial planning clients · unset to 0
      Dec 17, 2024 to Mar 28, 2025
    • State-registered IARs · 13 to 14
      Dec 17, 2024 to Mar 28, 2025
    • Discretionary RAUM · $40B to $47B
      Dec 17, 2024 to Mar 28, 2025
    • Non-discretionary RAUM · $15B to $13B
      Dec 17, 2024 to Mar 28, 2025
    • Pooled vehicle RAUM · $2.0B to $3.2B
      Dec 17, 2024 to Mar 28, 2025
    • RAUM · $55B to $59B
      Dec 17, 2024 to Mar 28, 2025
    • Accounts · 741 to 781
      Dec 17, 2024 to Mar 28, 2025
    • Advisory employees · 32 to 34
      Dec 17, 2024 to Mar 28, 2025
    • Pooled vehicle clients · 2 to 3
      Dec 17, 2024 to Mar 28, 2025
    • Other offices · 5 to 6
      Jul 12, 2024 to Oct 2, 2024
    • Accounts · 516 to 741
      Jan 12, 2024 to Mar 28, 2024
    • Advisory employees · 29 to 32
      Jan 12, 2024 to Mar 28, 2024
    Signals
    14 dated events
    • Moreton Asset Management, LLC's advisors moved to Meeder Public Funds, Inc. (Farmington, UT): 4 of 5 registered, on the same day
      Apr 10, 2026 · Firm absorbed (people side) · derived
    • Brent William Turner left Meeder Public Funds, Inc. for Ridgeline Public Advisors, Llc (registered 2025-06-03)
      Apr 16, 2025 · Advisor changed firm · fact
    • Christian Matthew Bowersox (Chief Financial Officer) appeared on Schedule A of Meeder Public Funds, Inc.
      Dec 17, 2024 · Control person joined · fact
    • Riley James Littlefield left Meeder Public Funds, Inc. for Keystate Advisory, Llc (registered 2024-11-15)
      Nov 20, 2024 · Advisor changed firm · fact
    • Meeder Public Funds, Inc. reported RAUM $54.6B, up 115% from $25.4B (2024-01-12 to 2024-03-28)
      Mar 28, 2024 · RAUM change · derived
    • Harry Jonathan Azoff (Senior Vice President) appeared on Schedule A of Meeder Public Funds, Inc.
      Mar 28, 2024 · Control person joined · fact
    • Fhn Financial Main Street Advisors, LLC's advisors moved to Meeder Public Funds, Inc. (Las Vegas, NV): 4 of 4 registered, within 7 days
      Dec 15, 2023 · Firm absorbed (people side) · derived
    • Meeder Public Funds, Inc. reported RAUM $25.4B, up 34% from $18.9B (2022-09-08 to 2023-03-31)
      Mar 31, 2023 · RAUM change · derived
    • Richard Andrew Lawrie left Meeder Public Funds, Inc. for Osaic Fa, Inc. (registered 2022-05-31)
      Jun 1, 2022 · Advisor changed firm · fact
    • Vincent Dennis Yacobozzi (President) no longer on Schedule A of Meeder Public Funds, Inc. (listed 2022-02-09, absent 2022-03-31)
      Mar 31, 2022 · Control person left · inference
    • Sherman (Sr) Robert Meeder (Shareholder) no longer on Schedule A of Meeder Public Funds, Inc. (listed 2019-07-19, absent 2019-11-08)
      Nov 8, 2019 · Control person left · inference
    • Meeder Public Funds, Inc. reported RAUM $12.9B, up 208% from $4.2B (2018-07-26 to 2018-12-19)
      Dec 19, 2018 · RAUM change · derived
    • Meeder Investment Management, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
      Dec 19, 2018 · Succession (Item 4) · fact
    • Meeder Public Funds, Inc. reported RAUM $4.2B, up 43% from $2.9B (2017-05-24 to 2018-03-29)
      Mar 29, 2018 · RAUM 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
    texas-connect.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    866-633-3371reportedpublic record, Form ADV, Aug 11, 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
    Institutional managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $3.9Bderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026