Oneamerica Asset Management, LLC
SEC RegisteredFinancial solutions for a more confident tomorrow
About the firm
At OneAmerica Financial, we focus on providing solutions that can help you achieve long-term financial stability — delivered with caring expertise and compassionate service. From life insurance to employee benefits to long-term care protection, we offer the financial solutions and caring support you need to feel more assured about what's ahead. The companies of OneAmerica Financial have been owned by our customers (not shareholders) since our founding in 1877.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Life insurance, employee benefits, and long-term care protection
Who they serve
Generations of Americans seeking long-term financial stability, including individuals and employers
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $248M |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 7 | — |
| Corporations | 0 | $0 |
10 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Unaffiliated insurance companies - AUM >= $2M | 0.07% |
| Unaffiliated insurance companies - AUM < $2M | 0.10% |
| Related Accounts - up to | 0.13% |
| Pooled investment vehicles - up to | 0.22% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Oneamerica Asset Management, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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