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Osaic Fs, Inc.

CRD 3870SEC# 801-23151Fort Wayne, IN
Export (members)
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
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 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

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

Assets under management

Discretionary$1.24B
Non-discretionary$3.24B
Total (RAUM)$4.48B