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| Happy Holidays!! thanks for using AUM13F!! |
| Oneamerica Securities Inc
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| CRD # | 4173 |
| SEC # | 801-56819 |
| CIK # | 0000008486, 0001177102 |
| AUM | $299.9 M (2025-03-31) |
| Employees | 326 (89% Investors, 100% Brokers) |
| Phone | 877-285-3863 |
| Address | One American Square Indianapolis, IN 46282 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,068 | 278.8 |
| (b) Individuals (high net worth individuals) | 50 | 21.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,118 | 299.9 |
| By Discretionary | ||
| Discretionary | 290 | 43.8 |
| Non-Discretionary | 1,828 | 256.1 |
| Total | 2,118 | 299.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 299.9 | |
| Total | 2,118 | 299.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kaufman Rossin Wealth LLC
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|
FL | 0.3 |
|
Diversified Financial Management Associates Inc
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MA | 0.3 |
|
Darden Wealth Group Inc
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MI | 0.3 |
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May Barnhard Investments LLC
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MD | 0.3 |
|
TSA Wealth Management LLC
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TX | 0.3 |
|
Navigate Financial LLC
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UT | 0.3 |
|
Wealth Advisors Northwest LLC
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|
OR | 0.3 |
|
Cloud Investments LLC
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AL | 0.3 |
|
Parkview US LLC
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|
NY | 0.3 |
|
Fluent Financial LLC
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|
TX | 0.3 |