Meeder Public Funds, Inc.
Firm details
- Headquarters
- Dublin, Ohio
- CRD number
- 106816
- Registered since
- August 6, 1990
- Website
- www.meederinvestment.com
- Custodians
- U.S. BANK, N.A., PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- State / Municipal Government92.44%
- Pooled Investment Vehicles5.41%
- Charitable Organizations0.85%
- Corporations / Businesses0.82%
- Banking / Thrift Institutions0.46%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Meeder Public Funds, Inc. is a corporate SEC-registered advisory firm (since 1990) that primarily serves institutional clients. The firm provides portfolio management across several client types — individuals and small businesses, pooled investment vehicles, and businesses or institutions — and also offers educational seminars and workshops. Its fee arrangements include asset-based fees, hourly billing, and fixed fees. Meeder does not identify as an active ESG investor. The firm reports affiliations across the financial services ecosystem, including broker-dealer activity, other investment adviser relationships, CPO/CTA functions, and trust company services. Governance/ownership is listed as a mix of a domestic entity and individual ownership.
Assets & Accounts
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
- US Government Bonds68%
- Investment Grade Corp Bonds25%
- Public Funds/Mutual Funds5%
- State & Local Bonds1%
- Other1%
Owners & executives
3 of 5
Gregory Balls
Assistant Chief Investment OfficerCRD 5553911

Adam Ness
Chief Operating OfficerCRD 3083419
Brandon Kipp
Chief Compliance OfficerCRD 6319686
Contacts
3 of 20
James Mccourt
Director – Advisory ServicesCRD 7353065

Benjamin Sehy
Director – Advisory ServicesCRD 5487918

Jason Williams
Managing DirectorCRD 4046477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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