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Osaic Fa, Inc.

CRD 3978SEC# 801-42530Fort Wayne, IN
Export (members)
No longer SEC-registered. Osaic Fa, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$37.13B
Employees
1,607
Accounts
103,063
Location
Fort Wayne, IN

Osaic Fa, Inc. assets under management

Osaic Fa, Inc. operates as an SEC-registered investment adviser based in Fort Wayne, IN. It reports $37.1 billion in regulatory assets under management and employs 1,607 people.

Osaic Fa, Inc. owners & executives

26 reported
NameTitleOwnershipSince
Claude A. Campbell ControlAssistant Vice President And Aml OfficerUnder 5%2018
David Martin Schmidt ControlFinop And TreasurerUnder 5%2024
Edward Nigel Walters ControlSenior Vice PresidentUnder 5%2019
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Frequently asked questions

How much does Osaic Fa, Inc. manage?

Osaic Fa, Inc. reports $37.1 billion in regulatory assets under management on its Form ADV.

How many employees does Osaic Fa, Inc. have?

Osaic Fa, Inc. reports 1,607 employees.

Where is Osaic Fa, Inc. located?

Osaic Fa, Inc. is based in Fort Wayne, IN.

Does Osaic Fa, Inc. disclose fund performance?

Osaic Fa, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1301 South Harrison Street, Fort Wayne, IN 46802
Office hours8:30 a.m. To 7:00 p.m.
Discloses disciplinary historyYes

Regulatory AUM

$37.13BNo change
Jan '25 — $37.13BFeb '25 — $37.13BMar '25 — $37.13BApr '25 — $37.13BMay '25 — $37.13BJun '25 — $37.13BJul '25 — $37.13BAug '25 — $37.13BSep '25 — $37.13BOct '25 — $37.13BNov '25 — $37.13BDec '25 — $37.13BJan '26 — $37.13BFeb '26 — $37.13BMar '26 — $37.13BApr '26 — $37.13BMay '26 — $37.13BJun '26 — $37.13B
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers

Assets under management

$37.13Bregulatory AUM
Discretionary $10.04BNon-discretionary $27.1B