# ONEADVOCATE FINANCIAL LLC

ONEADVOCATE FINANCIAL LLC is a Financial Advisor based in Indianapolis, United States.

## Overview

- **Organization type:** Financial Advisor
- **Headquarters:** Indianapolis, United States
- **Region:** North America
- **Founded:** 1986
- **Assets under management:** Undisclosed
- **Website:** oneadvocatefinancial.com

## Regulatory record

- **CRD number:** 340839
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340839

## About

OneAdvocate Financial is an Indiana-registered investment advisor that restructures employer benefits budgets—especially health insurance—to free capital and redeploy savings into retirement, protection, and financial wellness. Its proprietary SHAPE system integrates health, assets, protection, and engagement, and is available only through the firm. The firm unites retirement, health insurance, and payroll under one roof and serves employers nationwide from Indianapolis.

## Sectors

- Financial Services

## People

- JC Steger — Founder / CEO
- James Curtis — Head of Marketing & Development
- Cecily Stilley — Senior Planner
- Bradley Steger — Senior Planner
- Julianne Condia — Associate Planner
- Mark Hutson — Associate Planner
- Josiah Gulbro — Associate Planner
- Holly Huston — Associate Planner
- Meet Hayer — Associate Planner
- Edward Okugo — Associate Planner
- Nathan Jones — Relationship Manager
- Cindy Miceli — Payroll Manager
- Andy Aziz — Payroll Manager
- Amiee McGrath — Client Relationship Manager

## Questions

### Who leads ONEADVOCATE FINANCIAL LLC?

No named principals or executives are publicly associated with the firm. The leadership team has not been identified through public records or corporate filings.

### What investment strategy does ONEADVOCATE FINANCIAL LLC employ?

The firm's investment approach is not publicly documented. No information on asset-class allocation, direct investments, or fund commitments is available.

### How can I contact ONEADVOCATE FINANCIAL LLC?

Contact information is not publicly listed. The firm does not maintain a discoverable website or social media presence for direct outreach.

## Related profiles

- [Evertern Wealth](https://altss.com/profile/evertern-wealth-llc)
- [FAMILY WEALTH STRATEGISTS, LLC](https://altss.com/profile/family-wealth-strategists-llc)

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Last updated: 2026-08-11T15:07:41.444Z

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