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ONEAMERICA SECURITIES, INC.
CRD 4173File 801-56819
APPROVED
Retail clients
Disclosure events
Filing as of Jul 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$306.1M
Below cohort median (national)
Discretionary AUM
$59.2M
Non-discretionary $246.9M
Clients
2,300
2,300 accounts
Employees
340
Below cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 13, 1999
- Principal office
- ONE AMERICAN SQUARE, INDIANAPOLIS, IN, 46282
- Phone
- 877-285-3863
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $306.1M
- Discretionary AUM
- $59.2M
- Non-discretionary AUM
- $246.9M
- Discretionary accounts
- 607
- Non-discretionary accounts
- 1,693
- Total accounts
- 2,300
- AUM per client
- $133K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $60K |
| High net worth individuals | 42 | $22.6M |
| Individuals (other than high net worth individuals) | 2,258 | $283.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11B1
- Q11B2
- Q11D1
- Q11D2
- Q11D5
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.