Overview
Assets Under Management: $300 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 50
Average Client Assets: $420,703
Frequently Asked Questions
ONEAMERICA SECURITIES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #4173), ONEAMERICA SECURITIES, INC. is subject to fiduciary duty under federal law.
ONEAMERICA SECURITIES, INC. is headquartered in INDIANAPOLIS, IN.
ONEAMERICA SECURITIES, INC. serves 50 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, ONEAMERICA SECURITIES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
ONEAMERICA SECURITIES, INC. manages $300 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, ONEAMERICA SECURITIES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.01
Average High-Net-Worth Client Assets: $420,703
Total Client Accounts: 2,118
Discretionary Accounts: 290
Non-Discretionary Accounts: 1,828
Regulatory Filings
CRD Number: 4173
Filing ID: 1955026
Last Filing Date: 2025-03-31 18:12:00
Website: https://oneamerica.com