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Nationwide Fund Advisors

Columbus, OHSEC-registered investment adviserCRD 109391

Filed as NATIONWIDE FUND ADVISORS

Nationwide Fund Advisors is an SEC-registered investment advisory firm in Columbus, OH, registered since 1999, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated February 12, 2026.

27 years
registered since 1999
$83,137,789,807
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Nationwide Fund Advisors compensated?

On its Form ADV (Item 5.E, October 2026), Nationwide Fund Advisors reports these compensation arrangements: a percentage of assets under its management.

Where is Nationwide Fund Advisors located?

Nationwide Fund Advisors' principal office is in Columbus, OH, according to its Form ADV.

Is Nationwide Fund Advisors registered with the SEC or a state?

Nationwide Fund Advisors is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 109391.

How much does Nationwide Fund Advisors manage?

Nationwide Fund Advisors reports $83,137,789,807 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

How have Nationwide Fund Advisors' assets and staff changed since 2021?

In the Form ADV data for Nationwide Fund Advisors: Regulatory assets under management: $84,083,326,225 in the October 2021 data and $83,137,789,807 in the October 2026 data, down 1%. Total employees: 125 in October 2021 and 129 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Nationwide Fund Advisors serve?

By number of clients on Form ADV Item 5.D: investment companies (110); pooled investment vehicles (other than investment companies and business development companies) (19).

Does Nationwide Fund Advisors 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/109391

Does Nationwide Fund Advisors state an account minimum?

Its Form ADV Part 2A brochure dated February 12, 2026 says: "NFA does not require any minimum asset value or account size for opening or maintaining Client Accounts."

What changed in Nationwide Fund Advisors' recent Form ADV filings?

In the March 2026 filing data: Employees performing advisory functions went from 21 to 22.

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

The brochure lists different fees for different services or strategies; see the brochure for them.

Account minimum: None

The brochure's wording
NFA does not require any minimum asset value or account size for opening or maintaining Client Accounts.

As stated in the firm's Form ADV Part 2A brochure dated February 12, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$83,137,789,807

$83,137,789,807 as of October 2026, filing dated February 12, 2026.

Discretionary: $83,137,789,807.Non-discretionary: $0.

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
Individuals (other than high net worth individuals)
Clients 0 Assets $0 (0%)
High net worth individuals
Clients 0 Assets $0 (0%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 110 Assets $79,599,081,913 (96%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 19 Assets $3,538,707,894 (4%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

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 investment companies (and business development companies)
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Also doing business as
NATIONWIDE INVESTMENT MANAGEMENT GROUP
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
1999 (27 years)
Employees
Total: 129. Performing investment advisory functions: 22.
Wrap fee program participation
No.
States registered or notice-filed
Not reported.

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
$84.1B 2021 $95.8B 2022 $72B 2023 $78.3B 2024 $77.8B 2025 $83.1B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$83,137,789,807129February 12, 2026
October 2025$77,757,677,831133March 20, 2025
October 2024$78,252,229,704135August 23, 2024
October 2023$71,982,699,043133February 15, 2023
October 2022$95,818,104,162128September 30, 2022
October 2021$84,083,326,225125September 9, 2021

Regulatory assets under management: $84,083,326,225 in the October 2021 data and $83,137,789,807 in the October 2026 data, down 1%.

Total employees: 125 in October 2021 and 129 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. March 2026
    • Employees performing advisory functions went from 21 to 22.
  2. January 2026
    • Item 11 disclosure answers changed: 0 yes answers, previously 1 (now no: 11.D(4)).
    • Updated its list of owners and control persons (Schedule A).
  3. December 2025
    • Updated its list of owners and control persons (Schedule A).

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
nationwide.com/MUTUALFUNDSnationwide.com/financial-professionals/blognationwide.com/financial-professionals/products/investments/institutional-investorsnationwide.com/financial-professionals/products/investments/mutual-fundsnationwide.com/personal/investing/mutual-fundsnationwidefinancial.comnationwidefinancial.com/products/investmentsnationwidefunds.com

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. Nationwide Fund Advisors (CRD 109391): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/nationwide-fund-advisors-columbus-oh-109391