Oneamerica Asset Management, Llc
- Regulatory AUM
- $24.4B
- Discretionary
- $24.3B
- Clients
- 8
- Avg AUM / client
- $3.1B
- Accounts
- 10
- Employees
- 37
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Asset allocation (SMA assets by investment type)
as of Mar 31, 2026Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $248M | 1.02% |
| Charitable organizations | Fewer than 5 clients | $13.7M | 0.06% |
| Insurance companies | 7 | $24.0B | 98.4% |
| Corporations and other businesses | Fewer than 5 clients | $135M | 0.55% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bullock, Michael, I | Vice President | Feb 2012 (15y) | Less than 5% | |
| Johns, Christopher, H. | Vice President | Nov 2012 (14y) | Less than 5% | |
| Due, Stephen, Landrum | Secretary, Oneamerica Asset Management, Llc | Jun 2014 (12y) | Less than 5% | |
| Sean Patrick Mcgoff | Chief Compliance Officer | Sep 2017 (9y) | Less than 5% | |
| Lehman, Craig, Andrew | Vice President | Feb 2021 (6y) | Less than 5% | |
| Estrada, Carolyn, Le Ann | Treasurer | Jun 2023 (3y) | Less than 5% | |
| Weisenburger, David, Michael | President, Oneamerica Asset Management, Llc | Jun 2023 (3y) | Less than 5% | |
| Maniago, Steven, S. | Vice President | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Oneamerica Financial Partners, Inc. | Managing Member | Oct 2012 | A | 75% or more |
| American United Mutual Insurance Holding Company | Shareholder | Dec 2000 | B | ≈ 56.25% – 100% via Oneamerica Financial Partners, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- American United Mutual Insurance Holding Company: 75% – 100% of Oneamerica Financial Partners, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • THIRD PARTY INVESTMENT ADVISER SERVICES/PRIVATE PLACEMENTS CO-PA
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Security ratings or pricing services
- • Educational seminars/workshops
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗