Oneamerica Asset Management, LLC (Indianapolis)


Oneamerica Asset Management, LLC is a large advisory firm based in Indianapolis. It manages $22.2 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Indiana.

Oneamerica Asset Management provides selection of other advisers, publication of newsletters, security ratings or pricing services, educational seminars and workshops, and third party investment adviser services and private placement co-participation. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oneamerica Asset Management: assets under management

The assets under management (AUM) of Oneamerica Asset Management, LLC is $22.2 billion. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $22.02 billion in discretionary accounts and $182.02 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.4 billion each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $45.51 million.

Investments

The firm invests in other assets the most. They account for 38% of the total AUM. The second-largest asset type is state and local bonds, which make up 2% of the firm’s portfolio. Investments in non-investment grade corporate bonds form 1% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Oneamerica Asset Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Oneamerica Asset Management serves?

The only and largest group of clients of Oneamerica Asset Management is insurance companies with 7 clients and $22.12 billion of assets under management. Among the 13 most similar advisory firms, Oneamerica Asset Management has the highest percentage of insurance companies out of all clients.

The amount of regulatory assets under management is $22.12 billion for 7 clients. None of the firm’s clients are foreign persons or businesses.

Oneamerica Asset Management doesn't advise any private funds.

Careers at Oneamerica Asset Management, LLC

The company employs 31 people that are either part- or full-time employees. 68 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
John C. Mason President, oneamerica asset management, llc 1 Oct 2012 Other 4519626
Gene P. Berry Svp it, cio american united life insurance company 1 Oct 2012 Other 5907014
Jeffrey Holley Evp chief financial officer & treasurer, american united life insurance company 1 Oct 2012 Other 6036687
Mark Cammeron Roller Senior vice president, human resources, american united life insurance company 1 Oct 2012 Other 4517609
Thomas Michael Zurek Evp general counsel & secretary, american united life insurance company 1 Oct 2012 Other 3164936
Inc. Oneamerica Financial Partners Managing member 1 Oct 2012 75% - 100% 35-2126602
John Charles Mason President, oneamerica asset management, llc 1 Oct 2012 Other 4519626
Gene Patrick Berry Svp it & cio, american united life insurance company 1 Oct 2012 Other 5907014
Jeffrey David Holley Evp chief financial officer & treasurer, american united life insurance company 1 Oct 2012 Other 6036687
Mark Cameron Roller Evp, organizational and operational development, american united life insurance company 1 Oct 2012 Other 4517609
Jennifer D. Pressley General internal auditor, american united life insurance company 1 Oct 2012 Other 5907213
Richard Michael Ellery Chief compliance officer, oneamerica asset management, llc 1 Oct 2012 Other 5358125
Christopher D. Pohl Vice president, financial operations, oneamerica asset management, llc 1 Oct 2012 Other 5907209
Christopher D. Pohl General internal auditor, american united life insurance company 1 Jul 2013 Other 5907209
Christopher David Pohl General internal auditor, american united life insurance company 1 Jul 2013 Other 5907209
Jennifer D. Pressley Vice president and chief accounting officer, american united life insurance company 1 Jul 2013 Other 5907213
Stephen L. Due Chief compliance officer & secretary, oneamerica asset management, llc 1 Jun 2014 Other 5907146
Stephen Landrum Due Secretary, oneamerica asset management, llc 1 Jun 2014 Other 5907146
Sean Patrick Mcgoff Chief compliance officer 1 Sep 2017 Other 5801826

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
American United Mutual Insurance Holding Company Shareholder 1 Dec 2000 75% - 100% 35-2126604

Based in Indianapolis

The principal office where Oneamerica Asset Management, LLC performs its advisory services is located at One American Square, Indianapolis, IN 46206 The mailing address of the firm is One American Square, Indianapolis, IN 46206 0368. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-285-1877 or by fax 317-285-1470. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at oneamerica.com.