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Aflac Asset Management LLC

New York, NYSEC-registered investment adviserCRD 304316

Filed as AFLAC ASSET MANAGEMENT LLC

Aflac Asset Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2021, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

5 years
registered since 2021
$133,471,127,208
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Aflac Asset Management LLC compensated?

On its Form ADV (Item 5.E, October 2026), Aflac Asset Management LLC reports these compensation arrangements: a percentage of assets under its management.

Where is Aflac Asset Management LLC located?

Aflac Asset Management LLC's principal office is in New York, NY, according to its Form ADV.

Is Aflac Asset Management LLC registered with the SEC or a state?

Aflac Asset Management LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 304316.

How much does Aflac Asset Management LLC manage?

Aflac Asset Management LLC reports $133,471,127,208 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (89% discretionary).

How have Aflac Asset Management LLC's assets and staff changed since 2021?

In the Form ADV data for Aflac Asset Management LLC: Regulatory assets under management: $134,796,238,120 in the October 2021 data and $133,471,127,208 in the October 2026 data, down 1%. Total employees: 84 in October 2021 and 110 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Aflac Asset Management LLC serve?

By number of clients on Form ADV Item 5.D: insurance companies (5); pooled investment vehicles (other than investment companies and business development companies) (4).

Which custodians does Aflac Asset Management LLC use?

Aflac Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists 40 Greenwich Street as a custodian holding 10% or more of its separately managed account assets.

Does Aflac Asset Management LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304316

What changed in Aflac Asset Management LLC's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 36 to 39. Regulatory assets under management went from $105,811,271,776 to $133,471,127,208 (+26%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$133,471,127,208

$133,471,127,208 as of October 2026, filing dated March 31, 2026.

Discretionary: $118,596,150,569.Non-discretionary: $14,874,976,639.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 4 Assets $2,541,547,146 (2%)
Other investment advisers
Clients Fewer than 5 Assets $90,688,996,040 (68%)
Insurance companies
Clients 5 Assets $21,427,284,483 (16%)
Corporations or other businesses not listed above
Clients Fewer than 5 Assets $3,938,322,900 (3%)
Other
Clients Fewer than 5 Assets $14,874,976,639 (11%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Also doing business as
AFLAC GLOBAL INVESTMENTS
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2021 (5 years)
Employees
Total: 110. Performing investment advisory functions: 39.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
1 state or jurisdiction
NE

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$135B 2021 $120B 2022 $113B 2023 $120B 2024 $106B 2025 $133B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$133,471,127,208110March 31, 2026
October 2025$105,811,271,776103July 24, 2025
October 2024$120,224,653,175105August 13, 2024
October 2023$112,729,240,74094August 17, 2023
October 2022$119,584,755,34975September 22, 2022
October 2021$134,796,238,12084March 29, 2021

Regulatory assets under management: $134,796,238,120 in the October 2021 data and $133,471,127,208 in the October 2026 data, down 1%.

Total employees: 84 in October 2021 and 110 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 36 to 39.
    • Regulatory assets under management went from $105,811,271,776 to $133,471,127,208 (+26%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Aflac Asset Management LLC (CRD 304316): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/aflac-asset-management-llc-new-york-ny-304316