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NATIONWIDE ASSET MANAGEMENT, LLC
CRD 143668File 801-67833
APPROVED
Disclosure events
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.19B
Top 10% of cohort (national)
Discretionary AUM
$15.08B
Non-discretionary $112.5M
Clients
3
13 accounts
Employees
212
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 20, 2007
- Principal office
- ONE NATIONWIDE PLAZA, MAIL CODE 1-05-602, COLUMBUS, OH, 43215
- Phone
- 614-435-6127
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.19B
- Discretionary AUM
- $15.08B
- Non-discretionary AUM
- $112.5M
- Discretionary accounts
- 12
- Non-discretionary accounts
- 1
- Total accounts
- 13
- AUM per client
- $5.06B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $4.59B |
| Investment companies | 2 | $425.8M |
| Charitable organizations | Fewer than 5 | $111.0M |
| Pooled investment vehicles | 1 | $5.72B |
| Banking or thrift institutions | Fewer than 5 | $112.5M |
| Pension and profit sharing plans | Fewer than 5 | $4.17B |
| State or municipal government entities | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.