Clients
Meeder Public Funds serves 582 clients, 529 of them state or municipal government entities. The average client has about $121 million with the firm.
- Pooled investment vehicles3 clients5%
- State or municipal government entities529 clients92%
- OtherHigh-net-worth individuals, Banking or thrift institutions, Charitable organizations, Corporations and other businesses2%
Show client breakdownHide client breakdown
| Client type | Clients | Regulatory AUM | Share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Not reported | $10,708,421 | 0.0% | — |
| Banking or thrift institutions | 17 | $325,330,708 | 0.5% | $19.1M |
| Pooled investment vehicles | 3 | $3,795,184,359 | 5.4% | $1.27B |
| Charitable organizations | 14 | $593,332,210 | 0.8% | $42.4M |
| State or municipal government entities | 529 | $64,861,279,839 | 92.4% | $122.6M |
| Corporations and other businesses | 19 | $576,333,599 | 0.8% | $30.3M |
| Total | 582 | $70,162,169,136 | 100% | $120.6M |
- Clients
- Not reported
- Regulatory AUM
- $10,708,421
- Share
- 0.0%
- Avg. per client
- —
- Clients
- 17
- Regulatory AUM
- $325,330,708
- Share
- 0.5%
- Avg. per client
- $19.1M
- Clients
- 3
- Regulatory AUM
- $3,795,184,359
- Share
- 5.4%
- Avg. per client
- $1.27B
- Clients
- 14
- Regulatory AUM
- $593,332,210
- Share
- 0.8%
- Avg. per client
- $42.4M
- Clients
- 529
- Regulatory AUM
- $64,861,279,839
- Share
- 92.4%
- Avg. per client
- $122.6M
- Clients
- 19
- Regulatory AUM
- $576,333,599
- Share
- 0.8%
- Avg. per client
- $30.3M
Total
- Clients
- 582
- Regulatory AUM
- $70,162,169,136
- Share
- 100%
- Avg. per client
- $120.6M
What it does
Meeder Public Funds provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, educational seminars and other activities. It is paid through a percentage of assets, hourly charges and fixed fees.
Meeder Public Funds provided financial planning to 0 clients last fiscal year and advises no private funds.
77.5% of assets ($54.34B across 723 accounts) are managed with discretion; $15.82B across 231 accounts are not. $4.84B sits in a wrap fee program the firm both sponsors and manages. 1% of clients are outside the U.S., and 17 clients received advice without assets under management last fiscal year.
What the accounts hold
- Funds5%
- Bonds94%
- U.S. government and agency bonds68%
- Investment grade corporate bonds25%
- State and local bonds1%
- Other1%
- Supranational1%
Custodians
Meeder Public Funds’ client accounts are held mainly at U.S. Bancorp, with 39% of managed assets, and Principal Custody Solutions, with 25%. Meeder Public Funds has custody of client assets.
- U.S. BancorpU.S. Bancorp · Cincinnati, OH · $27.08B39%
- Principal Custody SolutionsPrincipal Custody Solutions · Des Moines, IA · $17.54B25%
- All other custodians$25.54B36%
Ownership and leadership
Meeder Investment Management, Inc. owns 75% or more of Meeder Public Funds, and Robert Meeder is its CEO.
- Owns 75% or more of Meeder Public Funds, Inc.
Meeder Investment Management, Inc.
Control person · since November 2013
- Owns 75% or more of Meeder Investment Management, Inc.
Robert S. Meeder, JR. Restated Trust, U/T/A Dated May 22, 2018, As Amended
Control person · since May 1993
- Owns 75% or more of Robert S. Meeder, JR. Restated Trust, U/T/A Dated May 22, 2018, As Amended
Robert Meeder
Control person · since May 1993
Leadership
- Robert MeederChief Executive Officer
- Jonathan AzoffPresident
- Matthew BowersoxChief Financial Officer
- Adam NessChief Operating Officer
- Brandon KippChief Compliance Officer
- Timothy McCabeChief Legal Officer
Staff
- 77 employees
- 58 in advisory functions
- 19 state-registered reps
- 10 broker-dealer reps
- 5 soliciting firms
Fees
Meeder Public Funds is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees).
Meeder Public Funds’ fee rates are not included in this profile. Find its brochure on the SEC’s site.
Offices and registrations
Besides its headquarters, Meeder Public Funds has 7 offices, with 8 listed addresses across 8 states.
Arizona · 1 listed address
- 2415 East Camelback Road, Phoenix
California · 1 listed address
- 111 West Ocean BLVD, Long Beach
Colorado · 1 listed address
- 100 Fillmore Street, Denver
Michigan · 1 listed address
- 120 N. Washington Square, Lansing
Nevada · 1 listed address
- 10655 Park Run Drive, Las Vegas
Ohio · 1 listed address
- 6125 Memorial Drive, DublinHQ
Texas · 1 listed address
- 901 Mopac Expressway South, Austin
Utah · 1 listed address
- 40 North 100 East, Farmington
Other business names
Meeder Public Funds has reported 1 other business name to the SEC.
- Meeder Investment Management, Inc.
Registration details
- Legal name
- Meeder Public Funds, Inc.
- Headquarters
- 6125 Memorial Drive, Dublin, OH 43017
- Phone
- 866-633-3371
- Website
- Not reported
- SEC file
- 801-37125
- Structure
- Ohio corporation
- Fiscal year end
- December
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov
Common questions
How many clients does Meeder Public Funds have?
Meeder Public Funds has 582 clients and manages $70.2 billion for them, as of August 2026. They include 529 state or municipal government entities, 19 corporations and other businesses and 17 banking or thrift institutions.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 August 2026
What services does Meeder Public Funds offer?
Meeder Public Funds provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, educational seminars and other activities.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Meeder Public Funds use?
Meeder Public Funds’ separately managed account assets are held at U.S. Bancorp (Cincinnati, OH), with $27,080,507,518 and Principal Custody Solutions (Des Moines, IA), with $17,539,199,496. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 August 2026
How many financial advisors does Meeder Public Funds have?
Meeder Public Funds has 19 investment adviser representatives registered with state securities authorities, out of 77 employees, and 58 perform investment advisory functions. 10 are registered representatives of a broker-dealer and 0 are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Meeder Public Funds invest in?
At the end of its last fiscal year, Meeder Public Funds’ separately managed accounts held 68% U.S. government and agency bonds, 25% investment grade corporate bonds, 5% registered funds (mutual funds, ETFs, BDCs), 1% state and local bonds and 1% supranational. It advises no private funds of its own.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Meeder Public Funds?
Meeder Public Funds is owned through a chain of holding companies by Robert Meeder. Its direct owner is Meeder Investment Management, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 August 2026
How does Meeder Public Funds get paid?
Meeder Public Funds is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file