Oneamerica Asset Management, LLC
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Overview
Oneamerica Asset Management, LLC operates as an advisory company located in Indianapolis, Indiana. It controls $23.9 billion in total assets across 10 accounts, making it one of the biggest financial advisory firms in the country by assets under management (AUM). The firm has a small group, including 25 financial advisors. Oneamerica Asset Management, LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as bonds, stocks and options.
Oneamerica Asset Management, LLC administers most of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction choices without needing the client's permission. It also manages four non-discretionary accounts totaling $118.9 million in assets under management. The investment advisory firm's typical account size is $2.4 billion. The typical financial advisor at Oneamerica Asset Management, LLC oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
Oneamerica Asset Management, LLC's main office is located at One American Square, Indianapolis, Indiana 46206. The firm is legally registered to serve customers in the state of Indiana.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Oneamerica Asset Management, LLC by the Numbers

$23.9 billion

37

10

$2.4 billion
Products and Services
Oneamerica Asset Management, LLC provides a number of services, which can include portfolio management for pooled investment vehicles, selection of other advisers, publication of newsletters, security rating services, educational seminars and other services. Notably, Oneamerica Asset Management, LLC did not provide financial planning services to any of its customers in the prior fiscal year. The firm does not sell products or offer services other than investment advice to its investment advisory customers. Oneamerica Asset Management, LLC is affiliated with one or more other companies in the financial services industry, including with a broker-dealer or securities dealer, insurance company or agency and pension consultant.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually depend on the financial services provided. However, fees billed by the firm most likely include any combination of the following fee structures: asset-based, fixed or other. Oneamerica Asset Management, LLC does not participate in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The company works with pooled investment vehicles and insurance companies. Out of its 10 customers, Oneamerica Asset Management, LLC's largest client type is insurance companies. None of the company's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Oneamerica Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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