NATIONWIDE INVESTMENT ADVISORS, LLC
Firm details
- Headquarters
- COLUMBUS, Ohio
- CRD number
- 142373
- Registered since
- August 30, 1996
- Custodians
- NATIONWIDE SECURITIES, LLC, NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals99.83%
- Pension & Profit Sharing Plans0.17%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Nationwide Investment Advisors, LLC is an SEC-registered investment adviser organized as an LLC and operating since 1996. The firm manages portfolios for individual and family clients as well as institutional and business accounts, charging fees as a percentage of assets under management. Its advisory services include discretionary portfolio management for individuals/small businesses, portfolio management for institutions or businesses, and selection of third‑party advisers. FINTRX notes several industry linkages: the firm has affiliations across broker‑dealer, banking, insurance, pension consulting, and sponsor/GP roles, indicating integration with product sponsors and external manager relationships. The firm is not identified as an active ESG investor and, in FINTRX’s classification, is not flagged as a multi‑state adviser.
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
- Public Funds/Mutual Funds86%
- Private Funds8%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1WELTHA SMITH
Service Team CoordinatorCRD 4728163
Contacts
3 of 400ANOUSONE GRAVITT
AVPCRD 5550607
LYNN ROBINETTE
Senior Retirement SpecialistCRD 4782444
Andrew Adams
Internal Retirement SpecialistCRD 7001694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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