# 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.

- CRD: 304316
- Filed as: AFLAC ASSET MANAGEMENT LLC
- Also doing business as: AFLAC GLOBAL INVESTMENTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304316
- AdvisorCensus page: https://advisorcensus.com/firm/aflac-asset-management-llc-new-york-ny-304316

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- 40 Greenwich Street

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.

### Regulatory assets under management (Item 5.F)
- Total: $133,471,127,208
- Discretionary: $118,596,150,569
- Non-discretionary: $14,874,976,639

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 110 total, 39 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,796,238,120 | 84 | March 29, 2021 |
| October 2022 | $119,584,755,349 | 75 | September 22, 2022 |
| October 2023 | $112,729,240,740 | 94 | August 17, 2023 |
| October 2024 | $120,224,653,175 | 105 | August 13, 2024 |
| October 2025 | $105,811,271,776 | 103 | July 24, 2025 |
| October 2026 | $133,471,127,208 | 110 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aflac Asset Management LLC (CRD 304316): Form ADV filing data as of October 2026.
