NATIONWIDE ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2007
Total AUM
$15.2B
Discretionary
$15.1B
99% of AUM
Avg account
$1.2B
Accounts
13
Employees
212
Advisory reps
4

Firm details

Headquarters
COLUMBUS, Ohio
CRD number
143668
Registered since
June 20, 2007
Custodians
THE BANK OF NEW YORK MELLON, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles37.63%
  • Insurance Companies30.21%
  • Pension & Profit Sharing Plans27.47%
  • Investment Companies2.8%
  • Banking / Thrift Institutions0.74%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Nationwide Asset Management, LLC is an institutional-focused investment adviser that leans into fixed-income management while offering broader portfolio services for pooled vehicles, investment companies and institutional pension clients. The firm acts as a discretionary manager across the majority of its assets and provides pension consulting in addition to portfolio management for businesses and institutions. Its stated business activities and affiliations indicate relationships with broker-dealers, banks, insurance companies and pooled vehicle sponsorship, which points to a mix of delegated portfolio management and coordinated service delivery with other financial intermediaries. Investment preferences tilt toward investment-grade fixed income: the firm reports a preference for investment-grade corporate bonds and manages sizeable separate account and pooled-product exposures. Fee arrangements include percentage-of-AUM billing alongside other fee structures, consistent with typical institutional mandates and sub-advisory relationships. Nationwide Asset Management does not identify as an active ESG investor and is not classified as a multi-state adviser in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 42%, US Government Bonds 21%, Other 15%, Private Funds 13%, Cash & Cash Equivalents 7%, State & Local Bonds 2%42%
  • Investment Grade Corp Bonds42%
  • US Government Bonds21%
  • Other15%
  • Private Funds13%
  • Cash & Cash Equivalents7%

Contacts

3 of 4
  • ALLISON Milliken

    Director of ComplianceCRD 5343445

  • JOEL COLEMAN

    PresidentCRD 3175167

  • JILL PHLEGAR

    Vice President and ManagerCRD 2955415

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

ETF holdings

1 of 5

Active vs passive

$24.1M in ETFs

Passive

100%

$24.1M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI ACWI ETF (ACWI)BlackRockPassiveGlobal Large Stock Blend$18.1M195,94075.38%

Location

Primary office

COLUMBUS, OH

FRANKLIN

Location

COLUMBUS, OH

Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
FRANKLIN
Address
1 Nationwide Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth