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Aflac Asset Management

SEC-registered adviser since 2021New York, NYCRD 304316

9
Clients
39
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Aflac Asset Management is an investment adviser headquartered in New York, New York, and registered with the SEC since 2021. Its clients include other investment advisers, insurance companies and other clients.

Its services include portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. Fee arrangements include a percentage of assets under management. Aflac Inc. owns 75% or more of Aflac Asset Management.

Clients

Aflac Asset Management serves 9 clients, 5 of them insurance companies. The average client has about $14.8 billion with the firm.

Regulatory assets by client type
  • Other investment advisers68%
  • Insurance companies5 clients16%
  • Corporations and other businesses3%
  • Other11%
  • Pooled investment vehicles4 clients2%
Show client breakdown
Pooled investment vehicles
Clients
4
Regulatory AUM
$2,541,547,146
Share
1.9%
Avg. per client
$635.4M
Other investment advisers
Clients
Not reported
Regulatory AUM
$90,688,996,040
Share
67.9%
Avg. per client
—
Insurance companies
Clients
5
Regulatory AUM
$21,427,284,483
Share
16.1%
Avg. per client
$4.29B
Corporations and other businesses
Clients
Not reported
Regulatory AUM
$3,938,322,900
Share
3.0%
Avg. per client
—
Other
Clients
Not reported
Regulatory AUM
$14,874,976,639
Share
11.1%
Avg. per client
—

Total

Clients
9
Regulatory AUM
$133,471,127,208
Share
100%
Avg. per client
$14.83B

What it does

Aflac Asset Management provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers. It is paid through a percentage of assets.

Aflac Asset Management advises 1 private funds.

88.9% of assets ($118.60B across 11 accounts) are managed with discretion; $14.87B across 1 account is not. 55% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Bonds22%
    • Investment grade corporate bonds19%
    • State and local bonds1%
    • Sovereign bonds1%
    • High-yield corporate bonds1%
  • Other78%
    • Derivatives51%
    • Assets in the aflac asset management llc externally managed program, non-discretionary assets, other loans and collateralized loan obligations27%

Custodians

Aflac Asset Management’s client accounts are held mainly at Bank of New York Mellon, with 87% of managed assets. Aflac Asset Management does not have custody of client assets.

Managed account assets by custodian
  • Bank of New York MellonBank of New York Mellon · New York, NY · $116.05B87%
  • All other custodians$17.42B13%

Ownership and leadership

Aflac Inc. owns 75% or more of Aflac Asset Management.

Who owns the firm
Aflac Asset Management LLC· the adviser
  • Aflac Inc.

    Control person · since October 2017

    Owns 75% or more of Aflac Asset Management LLC

Leadership

  • Bradley Dyslin
    President and Global Chief Investment Officer
  • Alan Tachikawa
    MD, Chief Financial Officer
  • Jeffrey Haywood
    D, Chief Compliance Officer
  • Rebecca Amissah
    MD, Global Head of Legal & Compliance, Assistant Secretary
  • Robin Blackmon
    Director
  • Max Broden
    Director
  • Catherine Cole
    MD, Head of Private Assets and Strategic Partnerships
  • Xiaomei Liu
    MD, Global Head of Credit
  • Tsana Nobles
    Director
  • James Rizzo
    MD, U.S. Chief Investment Officer
  • Lingmiao Small
    D, Deputy Chief Risk Officer
  • Hideto Yamamoto
    Director

Staff

  • 110 employees
  • 39 in advisory functions

Fees

Aflac Asset Management is paid through a percentage of assets under management.

Aflac Asset Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Aflac Asset Management has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

New York · 1 listed address

  • 100 Wall Street, 29th Floor, New YorkHQ

Other business names

Aflac Asset Management has reported 1 other business name to the SEC.

  • Aflac Global Investments

Registration details

Legal name
Aflac Asset Management LLC
Headquarters
100 Wall Street, 29th Floor, New York, NY 10005
Website
Not reported
SEC file
801-120174
Structure
Delaware LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Aflac Asset Management have?

Aflac Asset Management has 9 clients and manages $133.5 billion for them, as of March 2026. They include 5 insurance companies and 4 pooled investment vehicles.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Aflac Asset Management offer?

Aflac Asset Management provides portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Aflac Asset Management use?

Aflac Asset Management’s separately managed account assets are held at Bank of New York Mellon (New York, NY), with $116,054,603,423. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026

How many financial advisors does Aflac Asset Management have?

Aflac Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 110 employees, and 39 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Aflac Asset Management invest in?

At the end of its last fiscal year, Aflac Asset Management’s separately managed accounts held 51% derivatives, 27% assets in the aflac asset management llc externally managed program, non-discretionary assets, other loans and collateralized loan obligations, 19% investment grade corporate bonds, 1% state and local bonds, 1% sovereign bonds and 1% high-yield corporate bonds. It advises 1 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Aflac Asset Management?

Aflac Asset Management’s direct owner is Aflac Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Aflac Asset Management get paid?

Aflac Asset Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 304316.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Aflac Asset Management LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.