Nationwide Fund Advisors

RIASEC RegisteredEst. 1999
Total AUM
$83.1B
Discretionary
$83.1B
100% of AUM
Avg account
$644M
Accounts
129
Employees
129
Advisory reps
5

Firm details

Headquarters
Columbus, Ohio
CRD number
109391
Registered since
March 18, 1999
Fee structure
Percentage of AUM
Client types
  • Investment Companies95.74%
  • Pooled Investment Vehicles4.26%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Nationwide Fund Advisors is an institutional registered investment adviser that opened in 1999 and focuses on serving institutional clients. The firm operates as a capital allocator and charges fees based on assets under management. Its advisory work centers on portfolio management for investment companies and pooled investment vehicles and on selecting sub‑advisers for those vehicles. The firm identifies as an active ESG investor. Beyond its advisory mandates, Nationwide Fund Advisors maintains industry ties across multiple financial sectors: broker‑dealer channels, banking and thrift institutions, insurance companies, and roles as sponsor or general partner of pooled vehicles. The firm is not a multi‑state or newly formed adviser; it does not position itself as a pension consultant or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Nicholas Graham

    Nicholas Graham

    Chief Compliance OfficerCRD 4759764

  • Christopher Graham

    Christopher Graham

    Chief Investment OfficerCRD 4624759

Contacts

3 of 3
  • Joseph Aniano

    Joseph Aniano

    PresidentCRD 4303290

  • Leland Cummings

    Leland Cummings

    Senior Vice PresidentCRD 2523271

  • Stephen Rimes

    Stephen Rimes

    General CounselCRD 4138948

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 9

Active vs passive

$2.7B in ETFs

Passive

100%

$2.7B

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$1B1,361,43437.77%

Location

Primary office

Columbus, OH

Franklin

Location

Columbus, OH

Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
Franklin
Address
1 Nationwide Plz
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth