{"url":"https://nivawealth.com/firms/meeder-public-funds-106816","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/106816","regulatoryAum":70162169136,"crd":"106816","secFileNumber":"801-37125","legalName":"Meeder Public Funds, Inc.","displayName":"Meeder Public Funds","website":null,"linkedinUrl":"https://www.linkedin.com/showcase/meederpublicfunds","founded":null,"organization":"Ohio corporation","fiscalYearEnd":"December","headquarters":{"street":"6125 Memorial Drive","city":"Dublin","state":"OH","stateName":"Ohio","country":"United States","postalCode":"43017"},"tradeNames":["Meeder Investment Management, Inc."],"registration":{"secApproved":"6 August 1990","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":77,"advisory":58,"brokerDealerReps":10,"insuranceAgents":0,"promoters":5},"aum":{"discretionary":54340959607,"discretionaryAccounts":723,"nonDiscretionary":15821209529,"nonDiscretionaryAccounts":231,"wrapProgram":4843744260,"nonUsClientsPct":1,"nonAumClients":17},"clientTypes":[{"label":"High-net-worth individuals","clients":null,"regulatoryAum":10708421},{"label":"Banking or thrift institutions","clients":17,"regulatoryAum":325330708},{"label":"Pooled investment vehicles","clients":3,"regulatoryAum":3795184359},{"label":"Charitable organizations","clients":14,"regulatoryAum":593332210},{"label":"State or municipal government entities","clients":529,"regulatoryAum":64861279839},{"label":"Corporations and other businesses","clients":19,"regulatoryAum":576333599}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"U.S. Bancorp","shortName":"U.S. Bancorp","location":"Cincinnati, OH","smaAssets":27080507518},{"name":"Principal Custody Solutions","shortName":"Principal Custody Solutions","location":"Des Moines, IA","smaAssets":17539199496}],"custodyNote":"Meeder Public Funds has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Robert Meeder","title":"Chief Executive Officer","crd":"2867295"},{"name":"Jonathan Azoff","title":"President","crd":"7894781"},{"name":"Matthew Bowersox","title":"Chief Financial Officer","crd":"8021107"},{"name":"Adam Ness","title":"Chief Operating Officer","crd":"3083419"},{"name":"Brandon Kipp","title":"Chief Compliance Officer","crd":"6319686"},{"name":"Timothy McCabe","title":"Chief Legal Officer","crd":"5960808"}],"ownership":[{"label":"Meeder Investment Management, Inc.","detail":"Parent corporation in the 75% or more ownership band and a control person, since November 2013."},{"label":"Robert S. Meeder, JR. Restated Trust, U/T/A Dated May 22, 2018, As Amended","detail":"Indirect owner: a trust of Meeder Investment Management, Inc. in the 75% or more band and a control person, since May 1993.","parent":"Meeder Investment Management, Inc."},{"label":"Robert Meeder","detail":"Indirect owner: a trustee of Robert S. Meeder, JR. Restated Trust, U/T/A Dated May 22, 2018, As Amended in the 75% or more band and a control person, since May 1993.","parent":"Robert S. Meeder, JR. Restated Trust, U/T/A Dated May 22, 2018, As Amended"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":7,"privateResidences":0},"listedOfficeAddresses":8,"officesByState":[{"state":"Arizona","offices":1,"addresses":[{"street":"2415 East Camelback Road","city":"Phoenix"}]},{"state":"California","offices":1,"addresses":[{"street":"111 West Ocean BLVD","city":"Long Beach"}]},{"state":"Colorado","offices":1,"addresses":[{"street":"100 Fillmore Street","city":"Denver"}]},{"state":"Michigan","offices":1,"addresses":[{"street":"120 N. Washington Square","city":"Lansing"}]},{"state":"Nevada","offices":1,"addresses":[{"street":"10655 Park Run Drive","city":"Las Vegas"}]},{"state":"Ohio","offices":1,"addresses":[{"street":"6125 Memorial Drive","city":"Dublin","headquarters":true}]},{"state":"Texas","offices":1,"addresses":[{"street":"901 Mopac Expressway South","city":"Austin"}]},{"state":"Utah","offices":1,"addresses":[{"street":"40 North 100 East","city":"Farmington"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"866-633-3371","stateRegisteredReps":19,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Educational seminars/workshops","Other"],"financialPlanningClients":"0","assetMix":[{"label":"U.S. government/agency bonds","percent":68},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":25},{"label":"Securities issued by registered investment companies or business development companies","percent":5},{"label":"Other","percent":1,"detail":"Supranational"}],"privateFunds":0},"sources":{"adv1FilingDate":"11 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/106816/PDF/106816.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Meeder Public Funds have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Meeder Public Funds offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Meeder Public Funds use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Meeder Public Funds have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Meeder Public Funds invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Meeder Public Funds?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Meeder Public Funds get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}