Meeder Asset Management, Inc.
Firm details
- Headquarters
- Dublin, Ohio
- CRD number
- 105794
- Registered since
- March 16, 1974
- Website
- www.meederinvestment.com
- Custodians
- THE HUNTINGTON INVESTMENT COMPANY
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies99.2%
- Individuals0.53%
- Pension & Profit Sharing Plans0.27%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
Meeder Asset Management, Inc. is a long-established advisory firm (SEC-registered since 1974) that serves both individual/family and institutional clients. The firm conducts portfolio management for individuals and small businesses as well as for investment companies, and it operates in capacities beyond pure advisory work — including roles as a commodity pool operator/commodity trading advisor (CPO/CTA) and as sponsor or managing member of pooled vehicles. Meeder’s revenue model combines percentage-of-AUM fees with fixed-fee arrangements. It does not characterize itself as an ESG-focused or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
3 of 4Brandon Kipp
Chief Compliance OfficerCRD 6319686
Matthew Bowersox
Chief Financial OfficerCRD 8021107
Adam Ness
Chief Operating OfficerCRD 3083419
Contacts
2 of 2
Robert Meeder
PresidentCRD 2867295
John Click
PresidentCRD 3060649
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$142M in ETFs
100%
$142M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG HIGH YIELD BOND ETF (JNK) | State Street | Passive | High Yield Bond | $49.4M | 512,966 | 34.86% |
Location
Dublin, OH
Franklin
Location
Dublin, OH
Headquartered in Dublin, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 6125 Memorial Dr
- Time zone
- ET (UTC-5)
- Office locations
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