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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 10b 100b

NATIONWIDE ASSET MANAGEMENT, LLC

CRD 143668

COLUMBUS, OH

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Search this name across graphsid dfx:ria:b043b077-7d91-a882-4f45-579cdac76d44

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 11
On other graphs: 1
Observed: Mar 30, 2012 to Mar 10, 2026
20 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Nationwide Asset Management, LLC

Capital provider to sponsors · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.4 institutional_share=0.58 related_bd=true related_bank=false bd_reps=10.0
Regulatory AUM: $15BItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $15B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 212
Advisory employees: 107
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 13
Private funds: 2Schedule D 7.B(1)
SEC number: 801-67833
CRD: 143668
Filings on the tape: 20
First filed: Mar 30, 2012
Latest filed: Mar 10, 2026
Organised: Limited Liability Company, OH

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
NATIONWIDE CASH MANAGEMENT COMPANY	Other Private Fund	$3.0B	Mar 2, 2023	60	Mar 30, 2012	reported	n/a
STRAGETIC MULTI-ASSET ALLOCATION PORTFOLIO - N	Other Private Fund	$1.1B	Mar 12, 2024	1	Mar 30, 2017	reported	n/a
THE BOND PORTFOLIO	Other Private Fund	$336M	Mar 12, 2024	1	Mar 28, 2013	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BEMAN, BRADLEY, JAY	VICE PRESIDENT AND MANAGER	Na	yes	02/2022	Mar 16, 2022	Mar 12, 2024
COLEMAN, JOEL, LAWRENCE	PRESIDENT AND MANAGER	Na	yes	04/2020	Mar 26, 2021	Mar 12, 2024
GRAHAM, NICHOLAS, TEACHNOR	CHIEF COMPLIANCE OFFICER	Na	yes	02/2022	Mar 16, 2022	Mar 12, 2024
NATIONWIDE MUTUAL INSURANCE COMPANY	MANAGING MEMBER	E	yes	03/2007	Mar 30, 2012	Mar 12, 2024
PHLEGAR, JILL, DYAN	VICE PRESIDENT AND MANAGER	Na	yes	02/2023	Mar 2, 2023	Mar 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NATIONWIDE FUND ADVISORS	n/a	Asset manager	$83B	N	yes	n/a
NATIONWIDE INVESTMENT ADVISORS, LLC	n/a	Bd affiliated wealth	$17B	N	yes	n/a
NATIONWIDE SECURITIES, LLC	n/a	No RAUM reported	$0	N	yes	n/a
NATIONWIDE FUND DISTRIBUTORS LLC	n/a	n/a	n/a	N	yes	n/a
NATIONWIDE INVESTMENT SERVICES CORPORATION	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$15B	$15B	212	107	0	2	n/a
2024	Mar 5, 2025	$14B	$13B	203	97	0	2	n/a
2023	Mar 12, 2024	$15B	$15B	171	91	0	2	$1.5B
2022	Mar 2, 2023	$15B	$15B	164	88	0	3	$4.4B
2021	Mar 16, 2022	$18B	$18B	167	93	0	3	$5.6B
2020	Mar 26, 2021	$19B	$19B	150	85	0	3	$5.9B
2019	Mar 27, 2020	$17B	$17B	150	85	0	3	$5.3B
2018	Mar 19, 2019	$14B	$14B	151	87	1	3	$3.9B
2017	Mar 28, 2018	$16B	$14B	165	80	1	3	$3.8B
2016	Mar 30, 2017	$15B	$13B	195	68	n/a	3	$3.4B
2015	Mar 29, 2016	$13B	$11B	200	65	n/a	2	$1.5B
2014	Mar 27, 2015	$15B	$13B	160	60	n/a	2	$1.9B
2013	Mar 31, 2014	$14B	$11B	140	55	n/a	2	$1.3B
2012	Mar 28, 2013	$14B	$11B	125	50	n/a	2	$2.1B
2011	Mar 30, 2012	$13B	$10B	n/a	n/a	n/a	1	$2.1B

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$15B	$14B	11.7%	$15B	1.1%	212	203	0	0

Relationships

Affiliated with (6)

← NATIONWIDE SECURITIES, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← NATIONWIDE INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
→ NATIONWIDE FUND ADVISORSRegistered adviserother investment adviser, common control
factForm ADV
→ NATIONWIDE SECURITIES, LLCRegistered adviserother investment adviser, broker-dealer, common control
factForm ADV
→ NATIONWIDE INVESTMENT ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV
← NATIONWIDE FUND ADVISORSRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV

Advises (3)

→ THE BOND PORTFOLIOPrivate fundOther Private Fund, IA
Mar 28, 2013 to presentfactForm ADV
→ STRAGETIC MULTI-ASSET ALLOCATION PORTFOLIO - NPrivate fundOther Private Fund, IA
Mar 30, 2017 to presentfactForm ADV
→ NATIONWIDE CASH MANAGEMENT COMPANYPrivate fundOther Private Fund, IA
Mar 30, 2012 to presentfactForm ADV

Controls (5)

← BEMAN, BRADLEY, JAYOwnerVICE PRESIDENT AND MANAGER, ownership code NA, individual
Mar 16, 2022 to Mar 12, 2024factForm ADV
← PHLEGAR, JILL, DYANOwnerVICE PRESIDENT AND MANAGER, ownership code NA, individual
Mar 2, 2023 to Mar 12, 2024factForm ADV
← COLEMAN, JOEL, LAWRENCEOwnerPRESIDENT AND MANAGER, ownership code NA, individual
Mar 26, 2021 to Mar 12, 2024factForm ADV
← GRAHAM, NICHOLAS, TEACHNOROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 16, 2022 to Mar 12, 2024factForm ADV
← NATIONWIDE MUTUAL INSURANCE COMPANYOwnerMANAGING MEMBER, ownership code E, domestic entity
Mar 30, 2012 to Mar 12, 2024factForm ADV

Dated events

Occurred
Mar 2, 2023
Control person joined
Dyan Jill Phlegar (Vice President And Manager) appeared on Schedule A of Nationwide Asset Management, Llc
Form ADVobserved 4 days ago
Occurred
Mar 2, 2023
Control person left
William Mark Bursinger (Vice President And Manager) no longer on Schedule A of Nationwide Asset Management, Llc (listed 2022-03-16, absent 2023-03-02)
Form ADVobserved 4 days ago
Occurred
Mar 16, 2022
Control person joined
Teachnor Nicholas Graham (Chief Compliance Officer) appeared on Schedule A of Nationwide Asset Management, Llc
Form ADVobserved 4 days ago
Occurred
Mar 16, 2022
Control person joined
Jay Bradley Beman (Vice President And Manager) appeared on Schedule A of Nationwide Asset Management, Llc
Form ADVobserved 4 days ago
Occurred
Mar 16, 2022
Control person left
Douglas Kevin Grether (Chief Compliance Officer) no longer on Schedule A of Nationwide Asset Management, Llc (listed 2021-03-26, absent 2022-03-16)
Form ADVobserved 4 days ago
Occurred
Mar 16, 2022
Control person left
Maurice Thomas Powers (Vice President And Manager) no longer on Schedule A of Nationwide Asset Management, Llc (listed 2021-03-26, absent 2022-03-16)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2021
Control person joined
Lawrence Joel Coleman (President And Manager) appeared on Schedule A of Nationwide Asset Management, Llc
Form ADVobserved 4 days ago
Occurred
Mar 26, 2021
Control person left
Hansen Harry Hallowell (President And Manager) no longer on Schedule A of Nationwide Asset Management, Llc (listed 2020-03-27, absent 2021-03-26)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2021
Control person left
Simna Jennifer Yaross (Chief Financial Officer) no longer on Schedule A of Nationwide Asset Management, Llc (listed 2020-03-27, absent 2021-03-26)
Form ADVobserved 4 days ago
Occurred
Mar 26, 2021
Control person left
Karal Klaus Diem (Vice President) no longer on Schedule A of Nationwide Asset Management, Llc (listed 2020-03-27, absent 2021-03-26)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2020
Control person left
Andre David Verbance (Vice President) no longer on Schedule A of Nationwide Asset Management, Llc (listed 2019-03-19, absent 2020-03-27)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b043b077-7d91-a882-4f45-579cdac76d44
First observed: Mar 30, 2012
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NATIONWIDE ASSET MANAGEMENT, LLC

CRD 143668

COLUMBUS, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b043b077-7d91-a882-4f45-579cdac76d44

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:25 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

NATIONWIDE CASH MANAGEMENT COMPANY

Other Private Fund

$3.0B

Mar 2, 2023

Mar 30, 2012

reported

n/a

STRAGETIC MULTI-ASSET ALLOCATION PORTFOLIO - N

Other Private Fund

$1.1B

Mar 12, 2024

Mar 30, 2017

reported

n/a

THE BOND PORTFOLIO

Other Private Fund

$336M

Mar 12, 2024

Mar 28, 2013

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEMAN, BRADLEY, JAY

VICE PRESIDENT AND MANAGER

yes

02/2022

Mar 16, 2022

Mar 12, 2024

COLEMAN, JOEL, LAWRENCE

PRESIDENT AND MANAGER

yes

04/2020

Mar 26, 2021

Mar 12, 2024

GRAHAM, NICHOLAS, TEACHNOR

CHIEF COMPLIANCE OFFICER

yes

02/2022

Mar 16, 2022

Mar 12, 2024

NATIONWIDE MUTUAL INSURANCE COMPANY

MANAGING MEMBER

yes

03/2007

Mar 30, 2012

Mar 12, 2024

PHLEGAR, JILL, DYAN

VICE PRESIDENT AND MANAGER

yes

02/2023

Mar 2, 2023

Mar 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NATIONWIDE FUND ADVISORS

n/a

Asset manager

$83B

yes

n/a

NATIONWIDE INVESTMENT ADVISORS, LLC

n/a

Bd affiliated wealth

$17B

yes

n/a

NATIONWIDE SECURITIES, LLC

n/a

No RAUM reported

yes

n/a

NATIONWIDE FUND DISTRIBUTORS LLC

n/a

yes

n/a

NATIONWIDE INVESTMENT SERVICES CORPORATION

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$15B

212

107

n/a

2024

Mar 5, 2025

$14B

$13B

203

n/a

2023

Mar 12, 2024

$15B

171

$1.5B

2022

Mar 2, 2023

$15B

164

$4.4B

2021

Mar 16, 2022

$18B

167

$5.6B

2020

Mar 26, 2021

$19B

150

$5.9B

2019

Mar 27, 2020

$17B

150

$5.3B

2018

Mar 19, 2019

$14B

151

$3.9B

2017

Mar 28, 2018

$16B

$14B

165

$3.8B

2016

Mar 30, 2017

$15B

$13B

195

n/a

$3.4B

2015

Mar 29, 2016

$13B

$11B

200

n/a

$1.5B

2014

Mar 27, 2015

$15B

$13B

160

n/a

$1.9B

2013

Mar 31, 2014

$14B

$11B

140

n/a

$1.3B

2012

Mar 28, 2013

$14B

$11B

125

n/a

$2.1B

2011

Mar 30, 2012

$13B

$10B

n/a

$2.1B

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$15B

$14B

11.7%

$15B

1.1%

212

203