Nationwide Asset Management, Llc
- Regulatory AUM
- $15.2B
- Discretionary
- $15.1B
- Clients
- 3
- Avg AUM / client
- $5.1B
- Accounts
- 13
- Employees
- 212
AUM over time
Annual snapshots from Form ADV filings · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Banking or thrift institutions | Fewer than 5 clients | $112M | 0.74% |
| Investment companies | 2 | $426M | 2.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $5.7B | 37.6% |
| Pension and profit sharing plans | Fewer than 5 clients | $4.2B | 27.5% |
| Charitable organizations | Fewer than 5 clients | $111M | 0.73% |
| State or municipal government entities | Fewer than 5 clients | $0 | — |
| Insurance companies | Fewer than 5 clients | $4.6B | 30.2% |
| Other | Fewer than 5 clients | $63.4M | 0.42% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Stragetic Multi Asset Allocation Portfolio N | Other Private Fund | Ohio | $1.1B | 1 |
| The Bond Portfolio | Other Private Fund | Ohio | $336M | 1 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Coleman, Joel, Lawrence | President And Manager | Apr 2020 (6y) | Less than 5% | |
| Beman, Bradley, Jay | Vice President And Manager | Feb 2022 (5y) | Less than 5% | |
| Graham, Nicholas, Teachnor | Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Phlegar, Jill, Dyan | Vice President And Manager | Feb 2023 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Nationwide Mutual Insurance Company | Managing Member | Mar 2007 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $1.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Stragetic Multi Asset Allocation Portfolio N | Other Private Fund | $1.1B | $500K | 1 |
| The Bond Portfolio | Other Private Fund | $336M | $5.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 1.72 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: FAILURE TO TAKE SUFFICIENT STEPS TO CONFIRM THE ACCURACY OF MODELS IN TIMELY MANNER. Status: Final Sanction Detail: MR. BEMAN PAID THE SETTLEMENT IN FULL WITHIN 30 DAYS OF 08/27/2018. Summary: MR. BEMAN SETTLED AND AGREED ON 8/27/18 TO CEASE AND DESIST FROM COMMITTING OR CAUSING ANY VIOLATIONS AND ANY FUTURE VIOLATIONS OF SECTION 206(4) OF THE ADVISERS ACT AND RULES 206(4)-7 AND 206(4)-8 PROMULGATED THEREUNDER.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Other fees
- • COST SHARING AGREEMENT FOR CERTAIN AFFILIATED CLIENTS
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- BNY Mellon $7.9B (52% of AUM) Mar 2026
- J.P. Morgan $1.2B (8% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗