Oneamerica Asset Management, LLC

RIASEC RegisteredEst. 2013

Total AUM

$24.4B

Discretionary

$24.3B

100% of AUM

Avg account

$2.4B

Accounts

Employees

Advisory reps

Firm details

Headquarters: Indianapolis, Indiana
CRD number: 165929
Registered since: January 1, 2013
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: Insurance Companies98.37%
Pooled Investment Vehicles1.02%
Corporations / Businesses0.55%
Charitable Organizations0.06%
Services: Portfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of PeriodicalsSecurity Ratings / Pricing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

OneAmerica Asset Management, LLC is a SEC-registered institutional RIA organized as an LLC and operating as a capital allocator to institutional clients. Registered in 2013, the firm serves a small set of institutional investors and offers fee arrangements that include percentage-of-AUM, fixed fees and other fee structures. Ownership is listed as a combination of domestic entities and individuals. The firm’s advisory capabilities extend beyond traditional discretionary portfolio management to include management of pooled investment vehicles, selection of third-party advisers, publication of periodicals or newsletters, security pricing/ratings services, and educational seminars or workshops. OneAmerica Asset Management is not an active ESG investor and is not registered as a multi-state adviser. It lists affiliations with a broker-dealer, other investment advisers and an insurance company, which aligns with its institutional, insurance-linked client focus.