Firm profile

ONEAMERICA SECURITIES, INC.

INDIANAPOLIS, INCRD 4173Latest ADV March 31, 2026

Oneamerica Securities, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 31, 2026, reports $306M in regulatory assets under management, 340 employees, 120 offices, and 2,300 accounts.

Assets Under Management
$306M
Employees
340
Offices
120 offices
Total Clients
2,300
Primary office
INDIANAPOLIS, IN
ONE AMERICAN SQUARE, INDIANAPOLIS, IN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMatthew Thomas Fleetwood
CCOKory Lloyd Bickel

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 98.2% of total clients.
Top client categories% of clientsClients
1
Individuals
98.2%
2,258
2
HNWI
1.8%
42
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$306Mas of March 31, 2026
Discretionary19.3%
$59M
19% of total RAUM19.3%
Non-discretionary80.7%
$247M
81% of total RAUM80.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$306M
Total Accounts2,300
10Y AUM Change+$215M (+237.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees340
Clients per Employee7:1
10Y Employee Change+10 (+3.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.