# OneAmerica Asset Management

OneAmerica Asset Management is a Bank / Wealth / Trust based in Indianapolis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Indianapolis, United States
- **Region:** North America
- **Address:** Indianapolis, IN, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** oneamerica.com
- **LinkedIn:** https://www.linkedin.com/company/weareoneamerica

## Regulatory record

- **CRD number:** 165929
- **SEC file number:** 801-77572
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165929

## About

OneAmerica Asset Management is an SEC-registered investment adviser in Indianapolis, IN, registered since 2013. The firm manages $24.4 billion in assets, with $24.3 billion on a discretionary basis. It has 37 employees and 25 investment advisers.

## Questions

### How does the mutual ownership structure affect the investment approach?

OneAmerica Financial is organized as a mutual company, meaning it is owned by its policyholders rather than public shareholders. This structure frees the asset management team from quarterly earnings pressure and allows a portfolio posture that prioritizes long-duration asset-liability matching. The general account is dominated by buy-and-hold credit and commercial mortgage positions rather than mark-to-market trading strategies.

### What asset classes does OneAmerica Asset Management invest in?

The portfolio reflects a traditional insurance general-account allocation. Investment-grade corporate bonds form the largest single exposure. Commercial mortgage lending — originated directly on office, multifamily, industrial, and retail properties — represents a significant commitment. Private placement debt and select structured credit complete the core fixed-income program. Equity and alternative sleeves are substantially smaller, constrained by risk-based capital requirements.

### Does OneAmerica manage third-party capital or only its own general account?

The firm invests overwhelmingly on behalf of its own insurance balance sheet. It does not operate a significant third-party asset management business seeking outside institutional mandates, differentiating it from insurers that have built standalone investment management subsidiaries. The capital at work backs life insurance, annuity, and disability policyholder obligations.

## Related profiles

- [OneAmerica](https://altss.com/profile/oneamerica)
- [OneDigital Investment Advisors](https://altss.com/profile/onedigital-investment-advisors)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/oneamerica-asset-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology