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Oneamerica Asset Management

SEC-registered adviser since 2013Indianapolis, INCRD 165929

8
Clients
25
Advisory staff

From Form ADV filed 31 March 2026 · data retrieved 15 October 2026SEC record

Oneamerica Asset Management is an investment adviser headquartered in Indianapolis, Indiana, and registered with the SEC since 2013. Its clients include insurance companies, pooled investment vehicles, and corporations and other businesses.

Its services include portfolio management for pooled vehicles, selecting other managers, publishing newsletters, security ratings or pricing and educational seminars. Fee arrangements include a percentage of assets under management, fixed fees and other arrangements. Oneamerica Financial Partners, Inc. owns 75% or more of Oneamerica Asset Management.

Clients

Oneamerica Asset Management serves 8 clients, 7 of them insurance companies. The average client has about $3.05 billion with the firm.

Regulatory assets by client type
  • Insurance companies7 clients98%
  • OtherPooled investment vehicles, Charitable organizations, Corporations and other businesses2%
Show client breakdown
Pooled investment vehicles
Clients
1
Regulatory AUM
$248,317,116
Share
1.0%
Avg. per client
$248.3M
Charitable organizations
Clients
Not reported
Regulatory AUM
$13,672,475
Share
0.1%
Avg. per client
—
Insurance companies
Clients
7
Regulatory AUM
$24,027,211,035
Share
98.4%
Avg. per client
$3.43B
Corporations and other businesses
Clients
Not reported
Regulatory AUM
$135,213,907
Share
0.6%
Avg. per client
—

Total

Clients
8
Regulatory AUM
$24,424,414,533
Share
100%
Avg. per client
$3.05B

What it does

Oneamerica Asset Management provides portfolio management for pooled vehicles, selecting other managers, publishing newsletters, security ratings or pricing, educational seminars and other activities. It is paid through a percentage of assets, fixed fees and other arrangements.

Oneamerica Asset Management provided financial planning to 0 clients last fiscal year and advises no private funds.

99.7% of assets ($24.34B across 6 accounts) are managed with discretion; $83.2M across 4 accounts are not. 0% of clients are outside the U.S., and 10 clients received advice without assets under management last fiscal year.

What the accounts hold

Separately managed account assets by class, year end
  • Bonds57%
    • Investment grade corporate bonds53%
    • U.S. government and agency bonds1%
    • State and local bonds1%
    • Sovereign bonds1%
    • High-yield corporate bonds1%
  • Cash3%
  • Other40%
    • Includes commercial mortgage loans, real estate, preferred stock, structured products securities including residential mortgage-backed securities, commercial mortgage-backed securities and other asset-backed securities, and other invested assets40%

Custodians

Oneamerica Asset Management does not have custody of client assets.

Managed account assets by custodian
  • All other custodians$24.42B100%

Ownership and leadership

Oneamerica Financial Partners, Inc. owns 75% or more of Oneamerica Asset Management.

Who owns the firm
Oneamerica Asset Management, LLC· the adviser
  • Oneamerica Financial Partners, Inc.

    Control person · since October 2012

    Owns 75% or more of Oneamerica Asset Management, LLC

Leadership

  • Christopher Johns
    Vice President
  • Craig Lehman
    Vice President
  • Steven Maniago
    Vice President
  • David Weisenburger
    President, Oneamerica Asset Management, LLC
  • Sean Patrick McGoff
    Chief Compliance Officer
  • Stephen Due
    Secretary, Oneamerica Asset Management, LLC
  • Carolyn Estrada
    Treasurer

Staff

  • 37 employees
  • 25 in advisory functions
  • 2 state-registered reps
  • 1 broker-dealer rep
  • 1 soliciting firm

Fees

Oneamerica Asset Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other.

Oneamerica Asset Management’s fee rates are not included in this profile. Find its brochure on the SEC’s site.

Offices and registrations

Besides its headquarters, Oneamerica Asset Management has 0 offices, with 1 listed address in 1 state.

Listed office addresses by state

Indiana · 1 listed address

  • One American Square, IndianapolisHQ

Registration details

Legal name
Oneamerica Asset Management, LLC
Headquarters
One American Square, Indianapolis, IN 46206
SEC file
801-77572
Structure
Indiana LLC
Fiscal year end
December

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. See this firm's record on adviserinfo.sec.gov

Common questions

How many clients does Oneamerica Asset Management have?

Oneamerica Asset Management has 8 clients and manages $24.4 billion for them, as of March 2026. They include 7 insurance companies and 1 pooled investment vehicles.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Oneamerica Asset Management offer?

Oneamerica Asset Management provides portfolio management for pooled vehicles, selecting other managers, publishing newsletters, security ratings or pricing, educational seminars and other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How many financial advisors does Oneamerica Asset Management have?

Oneamerica Asset Management has 2 investment adviser representatives registered with state securities authorities, out of 37 employees, and 25 perform investment advisory functions. 1 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Oneamerica Asset Management invest in?

At the end of its last fiscal year, Oneamerica Asset Management’s separately managed accounts held 53% investment grade corporate bonds, 40% includes commercial mortgage loans, real estate, preferred stock, structured products securities including residential mortgage-backed securities, commercial mortgage-backed securities and other asset-backed securities, and other invested assets, 3% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% sovereign bonds and 1% high-yield corporate bonds. It advises no private funds of its own.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Oneamerica Asset Management?

Oneamerica Asset Management is owned through a holding company by American United Mutual Insurance Holding Company. Its direct owner is Oneamerica Financial Partners, Inc. (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Oneamerica Asset Management get paid?

Oneamerica Asset Management is paid through a percentage of assets under management, fixed fees and other arrangements. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Sources

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. IAPD firm record, CRD 165929.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since.

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This profile is compiled from public regulatory filings and is provided for informational purposes only. Niva Wealth is not affiliated with Oneamerica Asset Management, LLC and makes no representation about the quality of its services. Figures reflect the filing dates shown and may have changed. Ownership percentages are the bands reported to the SEC, not exact figures.