Osaic Fs, Inc.
CRD 3870SEC# 801-23151Fort Wayne, IN
No longer SEC-registered. Osaic Fs, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$4.48B
Employees
655
Accounts
21,454
Location
Fort Wayne, IN
Osaic Fs, Inc. assets under management
Osaic Fs, Inc. operates as an SEC-registered investment adviser based in Fort Wayne, IN. It reports $4.5 billion in regulatory assets under management and employs 655 people.
Osaic Fs, Inc. owners & executives
26 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Claude A. Campbell Control | Assistant Vice President And Aml Officer | Under 5% | 2018 |
| David Martin Schmidt Control | Finop And Treasurer | Under 5% | 2024 |
| Edward Nigel Walters Control | Senior Vice President | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Osaic Fs, Inc. manage?
Osaic Fs, Inc. reports $4.5 billion in regulatory assets under management on its Form ADV.
How many employees does Osaic Fs, Inc. have?
Osaic Fs, Inc. reports 655 employees.
Where is Osaic Fs, Inc. located?
Osaic Fs, Inc. is based in Fort Wayne, IN.
Does Osaic Fs, Inc. disclose fund performance?
Osaic Fs, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1301 South Harrison Street, Fort Wayne, IN 46802 |
| Office hours | 8:30 a.m. To 7:00 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$4.48BNo change
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$4.48Bregulatory AUM
Discretionary $1.24BNon-discretionary $3.24B