{"url":"https://nivawealth.com/firms/oneamerica-asset-management-165929","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/165929","regulatoryAum":24424414533,"crd":"165929","secFileNumber":"801-77572","legalName":"Oneamerica Asset Management, LLC","displayName":"Oneamerica Asset Management","website":"http://www.oneamerica.com","founded":null,"organization":"Indiana limited liability company","fiscalYearEnd":"December","headquarters":{"street":"One American Square","city":"Indianapolis","state":"IN","stateName":"Indiana","country":"United States","postalCode":"46206"},"tradeNames":[],"registration":{"secApproved":"1 January 2013","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":37,"advisory":25,"brokerDealerReps":1,"insuranceAgents":0,"promoters":1},"aum":{"discretionary":24341232593,"discretionaryAccounts":6,"nonDiscretionary":83181940,"nonDiscretionaryAccounts":4,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":10},"clientTypes":[{"label":"Pooled investment vehicles","clients":1,"regulatoryAum":248317116},{"label":"Charitable organizations","clients":null,"regulatoryAum":13672475},{"label":"Insurance companies","clients":7,"regulatoryAum":24027211035},{"label":"Corporations and other businesses","clients":null,"regulatoryAum":135213907}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Oneamerica Asset Management does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Christopher Johns","title":"Vice President","crd":"5907182"},{"name":"Craig Lehman","title":"Vice President","crd":"4894815"},{"name":"Steven Maniago","title":"Vice President","crd":"7896079"},{"name":"David Weisenburger","title":"President, Oneamerica Asset Management, LLC","crd":"1883919"},{"name":"Sean Patrick McGoff","title":"Chief Compliance Officer","crd":"5801826"},{"name":"Stephen Due","title":"Secretary, Oneamerica Asset Management, LLC","crd":"5907146"},{"name":"Carolyn Estrada","title":"Treasurer","crd":"6567572"}],"ownership":[{"label":"Oneamerica Financial Partners, Inc.","detail":"Managing member in the 75% or more ownership band and a control person, since October 2012."},{"label":"American United Mutual Insurance Holding Company","detail":"Indirect owner: a shareholder of Oneamerica Financial Partners, Inc. in the 75% or more band and a control person, since December 2000.","parent":"Oneamerica Financial Partners, Inc."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"officesByState":[{"state":"Indiana","offices":1,"addresses":[{"street":"One American Square","city":"Indianapolis","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"317-285-1877","stateRegisteredReps":2,"otherAdviserReps":2,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)","Other"],"activities":["Portfolio management for pooled investment vehicles (other than investment companies)","Selection of other advisers (including private fund managers)","Publication of periodicals or newsletters","Security ratings or pricing services","Educational seminars/workshops","Other"],"financialPlanningClients":"0","assetMix":[{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Sovereign bonds","percent":1},{"label":"Investment grade corporate bonds","percent":53},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Cash and cash equivalents","percent":3},{"label":"Other","percent":40,"detail":"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"}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/165929/PDF/165929.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Oneamerica Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Oneamerica Asset Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Oneamerica Asset Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Oneamerica Asset Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Oneamerica Asset Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Oneamerica Asset Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}