AdvisorGrade
Fee-basedFiduciaryNational

Oneamerica Securities, INC.

Oneamerica Securities, INC. is a fee-based, SEC-registered investment adviser in Indianapolis, Indiana, registered with the SEC since 1999, managing approximately $306M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #4173 · SEC #801-56819 · SEC-registered since 1999 (27 yrs) · Last filing data January 1, 2026

AUM
$306M

as of 2026

Fee model
Fee-based

per Form ADV 5.E

Clients
8,795

Form ADV 5.C — may be institutional

Employees
340

306 advisers

Assets per adviser

$1Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is more adviser-heavy (fewer assets per adviser).

From oneamericasecurities.com

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Overview

AI-generated summary

Oneamerica Securities, INC. is a fee-based, SEC-registered investment adviser based in Indianapolis, Indiana. It reported approximately $306M in regulatory assets under management on its most recent Form ADV. The firm reports one or more disclosure events on Form ADV Item 11 — see the disclosures section below.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
4173
SEC #
801-56819
Headquarters
Indianapolis, IN
Employees
340

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-based — the firm reports client fees and may also receive commissions on certain products.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$306M
Assets under management by year
YearReported AUM
2026$306M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

  • 2026 · Criminal disclosure

    Oneamerica Securities, INC. reported one or more matters in this category on Form ADV Item 11. Form ADV Part 1 indicates that a disclosure exists but not its outcome; review the full Disclosure Reporting Pages on the SEC IAPD record for details and resolution.

  • 2026 · Other regulatory agency disclosure

    Oneamerica Securities, INC. reported one or more matters in this category on Form ADV Item 11. Form ADV Part 1 indicates that a disclosure exists but not its outcome; review the full Disclosure Reporting Pages on the SEC IAPD record for details and resolution.

  • 2026 · Self-regulatory organization disclosure

    Oneamerica Securities, INC. reported one or more matters in this category on Form ADV Item 11. Form ADV Part 1 indicates that a disclosure exists but not its outcome; review the full Disclosure Reporting Pages on the SEC IAPD record for details and resolution.

  • Detailed, AI-summarized breakdowns of each event are being rolled out across the directory. For now, review the full Disclosure Reporting Pages on the SEC IAPD record.

Frequently asked questions

Is Oneamerica Securities, INC. a fiduciary?+

Yes. Oneamerica Securities, INC. is an SEC-registered investment adviser (CRD #4173), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Oneamerica Securities, INC. compensated?+

Oneamerica Securities, INC. reports a fee-based compensation model on its Form ADV. Fee-based advisers charge client fees and may also earn commissions on certain products. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Oneamerica Securities, INC. manage?+

Oneamerica Securities, INC. reported approximately $306M in regulatory assets under management as of its most recent Form ADV filing.

Does Oneamerica Securities, INC. have any disclosures?+

Oneamerica Securities, INC. reported one or more disclosure events on Form ADV Item 11 (criminal disclosure, other regulatory agency disclosure, self-regulatory organization disclosure). A disclosure is not by itself a finding of wrongdoing; review the full Disclosure Reporting Pages on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Oneamerica Securities, INC. has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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