# MEEDER ADVISORY SERVICES, INC

MEEDER ADVISORY SERVICES, INC of DUBLIN, OH is an SEC-registered investment adviser.

## Registration

- CRD: 106814
- Type: SEC-registered investment adviser
- SEC file number: 801-40023
- Location: 6125 MEMORIAL DR, DUBLIN, OH, 43017
- Phone: 866-633-3371
- Latest filing: 2026-04-10
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.9B
- Clients: 73
- Accounts: 3,640

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles

## Officers, owners & control persons (47)

_Showing 25 of 47 people._

| Name | Role | Location |
| --- | --- | --- |
| Paul Charles | TREASURER | Auburn, CA |
| Paul D Charles | TREASURER | Orem, UT |
| Robert Sherman Jr Meeder | PRESIDENT; TRUSTEE | — |
| Timothy Neil Mccabe | CHIEF LEGAL OFFICER | — |
| Adam Scott Ness | CHIEF OPERATING OFFICER | — |
| Brandon Raymond Kipp | CHIEF COMPLIANCE OFFICER | — |
| Matthew Christian Bowersox | CHIEF FINANCIAL OFFICER | — |
| Timothy Peter Brand | SENIOR VICE PRESIDENT | — |
| John Jason Click | SENIOR VICE PRESIDENT | — |
| Robert Francis Behan | PRESIDENT AND HEAD OF DISTRIBUTION FOR ADVISOR CONSULTING | — |
| WAGNER TOM ROBERT | CHIEF INVESTMENT OFFICER | — |
| MEEDER ROBERT S SR | CHAIRMAN AND DIRECTOR; DIRECTOR; SHAREHOLDER | — |
| MEEDER ROBERT SHERMAN | PRESIDENT | — |
| MORAN LINDA | VP, HUMAN RESOURCES | — |
| SMITH DALE WILLIAM | CHIEF FINANCIAL OFFICER, CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER; CHIEF OPERATING OFFICER, CHIEF FINANCIAL OFFICER (+2 more) | — |
| CRAVER JAMES BERNARD | ASSISTANT CCO; GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | — |
| ZARR JOSEPH ANDREW | VICE PRESIDENT - PORTFOLIO MANAGER | — |
| VOELKER PHILIP ALLAN | VICE PRESIDENT AND CIO | — |
| HOFFMAN DOUGLAS EDWARD | CHIEF COMPLIANCE OFFICER | — |
| CASE TERRA DAWN | VP, ASSOC. GENERAL COUNSEL AND SECRETARY | — |
| MERCURE ANTHONY LAWRENCE | CHIEF OPERATING OFFICER | — |
| HOAG WESLEY FALLON | VICE PRESIDENT AND GENERAL COUNSEL; VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL; VICE PRESIDENT, SECRETARY AND GENERAL COUNSEL, CCO | — |
| MAULDEN PATRICK FLORIAN | VP, SALES AND MARKETING | — |
| RICCI DAVID MICHAEL | VICE PRESIDENT, SALES AND MARKETING | — |
| CARSON DAVID RESOR | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106814/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106814/similar
- Related entities: https://search.stillhousedata.com/firm/106814/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106814

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.