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Meeder Advisory Services, Inc.
Meeder Advisory Services, Inc. is an SEC-registered investment adviser headquartered in Dublin, Ohio. Founded in 1991, the firm provides comprehensive investment advisory services primarily to individuals, charitable organizations, pension and profit sharing plans, and corporate clients. As of early 2025, the firm manages approximately $2.1 billion in assets under management and employs over 50 professionals. Meeder specializes in providing both discretionary and non-discretionary portfolio management services and is part of the Meeder Investment Management group, which has a long-standing history in the financial advisory sector.
Investment Strategy
Meeder Advisory Services, Inc. employs a diversified investment approach that combines active portfolio management with risk management strategies tailored to individual client objectives. The firm invests primarily in publicly traded equities, bonds, and mutual funds, utilizing a disciplined and research-driven process to generate risk-adjusted returns. Meeder's advisory process includes asset allocation, security selection, and ongoing portfolio monitoring to ensure alignment with client goals, market conditions, and regulatory requirements. The firm does not serve high net worth individuals but instead focuses on retail investors, charitable organizations, pension plans, and business entities.
Latest 13F Filing Activity
Meeder Advisory Services, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 607 equity positions with a total 13F market value of $2B. The fund increased holdings in Franklin Templeton Etf TR, Nvidia Corporation, Victory Portfolios II among other positions. Meeder Advisory Services, Inc. reduced exposure to Vanguard BD Index FDS, Vanguard BD Index FDS, SPDR Ser TR among others.
Top Holdings
Equity Positions (607)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JMUB | J P MORGAN EXCHANGE TRADED F | 7.01% | $135.3M | 2,726,103 | $49.97 | $49.64 | +$8.7M |
I IEFA | ISHARES TR | 5.19% | $100.3M | 1,201,517 | $69.93 | $83.48 | +$18.6M |
N NVDA | NVIDIA CORPORATION | 4.54% | $87.7M | 554,838 | $59.80 | $157.99 | +$28.5M |
M MSFT | MICROSOFT CORP | 4.07% | $78.5M | 157,862 | $324.05 | $497.41 | +$22.8M |
I IEMG | ISHARES INC | 3.75% | $72.5M | 1,207,062 | $50.57 | $60.03 | +$12.3M |
Industry Allocation
Investment Team (13)
| Name | Role | Location | |
|---|---|---|---|
 | Wealth Trading Analyst | Columbus, OH , United States | |
A Aneep Maniar | Portfolio Manager | Dublin, OH , United States | |
 | Vice President and Portfolio Manager | Powell, OH , United States | |
 | Quantitative Analyst | Columbus, OH , United States | |
J Jason Szabo | Portfolio Manager | Columbus, OH , United States | |
 | Chief Investment Officer | Columbus, OH , United States | |
 | Investment Analyst | Bellevue, OH , United States | |
D Dale Smith | Chief Investment Officer Emeritus | Dublin, OH , United States | |
 | Portfolio Manager | Dublin, OH , United States | |
M Mark Wu | Quantitative Analyst | Dublin, OH , United States |
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