# 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.

- CRD: 109391
- Filed as: NATIONWIDE FUND ADVISORS
- Also doing business as: NATIONWIDE INVESTMENT MANAGEMENT GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109391
- AdvisorCensus page: https://advisorcensus.com/firm/nationwide-fund-advisors-columbus-oh-109391

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated February 12, 2026)

- Account minimum: None

> NFA does not require any minimum asset value or account size for opening or maintaining Client Accounts.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $83,137,789,807
- Discretionary: $83,137,789,807
- Non-discretionary: $0

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 1999 (27 years)
- Employees: 129 total, 22 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- nationwide.com/MUTUALFUNDS
- nationwide.com/financial-professionals/blog
- nationwide.com/financial-professionals/products/investments/institutional-investors
- nationwide.com/financial-professionals/products/investments/mutual-funds
- nationwide.com/personal/investing/mutual-funds
- nationwidefinancial.com
- nationwidefinancial.com/products/investments
- nationwidefunds.com
- Facebook @NATIONWIDEFINANCIAL
- LinkedIn @nationwide-financial
- X @NWFINANCIAL
- YouTube @playlist

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $84,083,326,225 | 125 | September 9, 2021 |
| October 2022 | $95,818,104,162 | 128 | September 30, 2022 |
| October 2023 | $71,982,699,043 | 133 | February 15, 2023 |
| October 2024 | $78,252,229,704 | 135 | August 23, 2024 |
| October 2025 | $77,757,677,831 | 133 | March 20, 2025 |
| October 2026 | $83,137,789,807 | 129 | February 12, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 21 to 22.

### 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).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Nationwide Fund Advisors (CRD 109391): Form ADV filing data as of October 2026.