Meeder Advisory Services, Inc (Dublin)

Name: Meeder Advisory Services, Inc
Address: 6125 Memorial Dr, Dublin, OH, 43017
Telephone: 800-325-3539

Meeder Advisory Services, Inc is a large advisory firm based in Dublin. It manages $333.27 million of regulatory assets for 4,712 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 41 other states.

Meeder Advisory Services provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Meeder Advisory Services: assets under management

The assets under management (AUM) of Meeder Advisory Services, Inc is $333.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 593% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $333.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $70.73 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Meeder Advisory Services, Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Robert Sherman Meeder serves?

The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Robert Sherman Meeder is individuals with 4,662 clients and $218.01 million of assets under management. Among the 12 most similar advisory firms, Meeder Advisory Services has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $333.27 million for 4,712 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Meeder Advisory Services doesn't advise any private funds.

Careers at Meeder Advisory Services, Inc

The company employs 89 people that are either part- or full-time employees. 17 percent of the employees work as investment advisers or researchers. 19 employees are registered as investment adviser representatives with the state securities authorities.

There are 41 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Robert Sherman Meeder has been acting as President since 1 Oct 1991. Robert Wagner has served as the Chief Investment Officer since 1 Jan 2005. Robert Sherman (Sr) Meeder joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Meeder Investment Management	Parent corporation	1 Oct 1991	75% - 100%	31-1188077
Robert Sherman Meeder	President	1 Oct 1991	50% - 75%	2867295
Robert Sherman (Sr) Meeder	Director	1 Oct 1991	Other	2867291
Robert Sherman (Jr) Meeder	President	1 Oct 1991	Other	2867295
Inc. Meeder Financial	Parent corporation	1 Oct 1991	75% - 100%	31-1188077
Robert S (Sr) Meeder	Director	1 Oct 1991	50% - 75%	2867291
Donald Frank Meeder	Secretary	1 Oct 1991	Other	2733687
Philip Allan Voelker	Vice president and cio	1 Oct 1991	Other	2820125
Wesley Fallon Hoag	Vice president and general counsel	1 Sep 1993	Other	2932799
Joseph Andrew Zarr	Vice president - portfolio manager	1 Sep 1993	Other	846067
Thomas Edward Line	Chief operating offcier	1 Jun 1998	Other	4334606
Ronald Charles Paul	Treasurer	1 Mar 1999	Other	2903878
Michael Jude Sullivan	Vp sales and marketing	1 Dec 1999	Other	3080324
David Michael Rose	Chief operating officer	1 Mar 2002	Other	2809947
Patrick Florian Maulden	Vp, sales and marketing	1 Jan 2005	Other	2359045
Robert Wagner	Chief investment officer	1 Jan 2005	Other	2842923
Linda Moran	Vp, human resources	1 Jan 2005	Other	4927251
Dale William Smith	Chief financial officer, chief investment officer	1 Mar 2005	Other	1792335
James Bernard Craver	General counsel, chief compliance officer	1 Mar 2006	Other	823298
Terra Dawn Case	Vp, assoc. general counsel and secretary	1 May 2006	Other	2942652
Anthony Lawrence Mercure	Chief operating officer	1 Nov 2006	Other	1947623
David Michael Ricci	Vice president, sales and marketing	1 Jan 2008	Other	1819429
David Resor Carson	Chief compliance officer	1 Apr 2008	Other	4741213
Deanna Louise Sparks	Secretary	1 Apr 2009	Other	3130600
James Bernard Craver	Assistant cco	1 Sep 2009	Other	823298
Mary Margaret Bull	Legal counsel/asst. compliance officer	1 Mar 2011	Other	2074604
Stephen Edward Hoffman	Chief compliance officer	1 Mar 2011	Other	2605261
John Jason Click	Senior vice president	1 Oct 2011	Other	3060649
Bruce Edward Mckibben	Chief compliance officer	1 Dec 2013	Other	2177007
Bruce E Mckibben	Chief compliance officer	1 Dec 2013	Other	2177007
Richard Reid Lavin	Chief legal officer	1 Feb 2014	Other	6318973
Richard Lavin	Chief legal officer	1 Feb 2014	Other	6318973
Timothy Neil Mccabe	Chief legal counsel	1 Sep 2015	Other	5960808
Adam Scott Ness	Chief financial officer	1 Aug 2016	Other	3083419
Douglas Jennings	Chief compliance officer	1 Sep 2016	Other	6700237
Douglas Richard Jennings	Chief compliance officer	1 Sep 2016	Other	6700237
Dale William Smith	Co-chief investment officer	1 Jan 2017	Other	1792335
Clinton Lee Brewer	Co-chief investment officer	1 Jan 2017	Other	4838530
Adam Scott Ness	Chief operative officer	1 Oct 2017	Other	3083419
Daniel Patrick Otoole	Senior vice president	1 Oct 2017	Other	1710600

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Sherman Meeder	President	1 May 1993	50% - 75%	2867295
Robert Sherman (Jr) Meeder	President	1 May 1993	50% - 75%	2867295
Robert Sherman (Sr) Meeder	Shareholder	1 Jul 2018	25% - 50%	2867291

Based in Dublin

The principal office where Meeder Advisory Services, Inc performs its advisory services is located at 6125 Memorial Dr, Dublin, OH 43017 The mailing address of the firm is P. O. Box 7177, Dublin, OH 43017. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-325-3539 or by fax 614-766-6669. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at meederinvestment.com.