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Nationwide Fund Advisors

SEC-registered adviser since 1999Columbus, OHCRD 109391

129
Clients
22
Advisory staff

From Form ADV filed 12 February 2026 · data retrieved 15 October 2026SEC record

Nationwide Fund Advisors is an investment adviser headquartered in Columbus, Ohio, and registered with the SEC since 1999. Its clients include investment companies and pooled investment vehicles.

Its services include portfolio management for investment companies, portfolio management for pooled vehicles and selecting other managers. Fee arrangements include a percentage of assets under management. Nationwide Financial Services, Inc. owns 75% or more of Nationwide Fund Advisors.

Clients

Nationwide Fund Advisors serves 129 clients, 110 of them investment companies. The average client has about $644 million with the firm.

Regulatory assets by client type
  • Investment companies110 clients96%
  • Pooled investment vehicles19 clients4%
Show client breakdown
Investment companies
Clients
110
Regulatory AUM
$79,599,081,913
Share
95.7%
Avg. per client
$723.6M
Pooled investment vehicles
Clients
19
Regulatory AUM
$3,538,707,894
Share
4.3%
Avg. per client
$186.2M

Total

Clients
129
Regulatory AUM
$83,137,789,807
Share
100%
Avg. per client
$644.5M

What it does

Nationwide Fund Advisors provides portfolio management for investment companies, portfolio management for pooled vehicles and selecting other managers. It is paid through a percentage of assets.

Nationwide Fund Advisors advises no private funds.

100.0% of assets ($83.14B across 129 accounts) are managed with discretion. 0% of clients are outside the U.S., and 0 clients received advice without assets under management last fiscal year.

Custodians

Nationwide Fund Advisors does not have custody of client assets.

Managed account assets by custodian
  • All other custodians$83.14B100%

Ownership and leadership

Nationwide Financial Services, Inc. owns 75% or more of Nationwide Fund Advisors.

Who owns the firm
Nationwide Fund Advisors· the adviser
  • Nationwide Financial Services, Inc.

    Control person · since April 2007

    Owns 75% or more of Nationwide Fund Advisors

Leadership

  • Joseph Nicholas Aniano
    President
  • Leland Cummings
    Senior Vice President
  • Nicholas Graham
    Vice President & Chief Compliance Officer
  • Stephen Rimes
    Vice President & General Counsel & Assistant Secretary
  • Christopher Graham
    Chief Investment Officer

Staff

  • 129 employees
  • 22 in advisory functions
  • 66 broker-dealer reps

Reported holdings

Nationwide Fund Advisors’ reported 13F holdings total $2.42B across 8 positions, and the ten largest make up 100.0% of it.

$2.42B
Reported 13F value
8
Positions
100.0%
In the 10 largest
+5.9%
Value vs. prior quarter
Ten largest positions, share of reported value
  1. iShares Core S&P ETF · Exchange Traded Fund42.1%
  2. iShares Core S&P · Exchange Traded Fund15.0%
  3. iShares Core Intl Agt BD · Exchange Traded Fund11.8%
  4. iShares J.p. Morgan Usd Emg Mrkt · Exchange Traded Fund11.5%
  5. iShares Core MSCI Emkt · Exchange Traded Fund10.0%
  6. iShares US Treasury Bond · Exchange Traded Fund8.5%
  7. iShares Core MSCI Eafe · Exchange Traded Fund0.8%
  8. iShares 20 Year · Exchange Traded Fund0.4%

Together, the ten largest are 100.0% of reported value.

The 8 largest positions and quarterly changesQuarter ended 30 June 2026 · filed 24 July 2026

A 13F covers only exchange-traded long positions the firm holds with discretion, so this $2.42B is not its $83.14B in regulatory assets and does not represent any individual client's portfolio.

Fees

Nationwide Fund Advisors is paid through a percentage of assets under management.

Nationwide Fund Advisors’ fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Nationwide Fund Advisors has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Ohio · 1 listed address

  • One Nationwide Plaza, ColumbusHQ

Other business names

Nationwide Fund Advisors has reported 1 other business name to the SEC.

  • Nationwide Investment Management Group

Registration details

Legal name
Nationwide Fund Advisors
Headquarters
One Nationwide Plaza, Columbus, OH 43215
SEC file
801-56370
Structure
Delaware other (specify)
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 Nationwide Fund Advisors have?

Nationwide Fund Advisors has 129 clients and manages $83.1 billion for them, as of February 2026. They include 110 investment companies and 19 pooled investment vehicles.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 February 2026

What services does Nationwide Fund Advisors offer?

Nationwide Fund Advisors provides portfolio management for investment companies, portfolio management for pooled vehicles and selecting other managers.

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

How many financial advisors does Nationwide Fund Advisors have?

Nationwide Fund Advisors has 0 investment adviser representatives registered with state securities authorities, out of 129 employees, and 22 perform investment advisory functions. 66 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

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

Who owns Nationwide Fund Advisors?

Nationwide Fund Advisors is owned through a chain of holding companies by Nationwide Mutual Insurance Company. Its direct owner is Nationwide Financial Services, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 12 February 2026

How does Nationwide Fund Advisors get paid?

Nationwide Fund Advisors 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 12 February 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 109391.
  3. Form 13F-HR, filed 24 July 2026 for the quarter ended 30 June 2026.

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 Nationwide Fund Advisors 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.