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Oneamerica Securities, Inc.

Oneamerica Securities, Inc.. CRD 4173

Oneamerica Securities, Inc. logo

CRD: 4173

Oneamerica Securities, Inc.

Indianapolis, IN, 46282
8772853863
www.oneamerica.com/individuals/offerings/individuals-securities
$306.1M Total AUM
$59.2M Disc. AUM
10.3% 3Y CAGR
340 Employees
11,095 ADV. Clients
56 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail and Institutional
Platforms
Horizon glacier
Established Date
12-03-1969
Office Locations
130

Office Locations

1 Civic Center Dr. Suite 240 SAN Marcos CA
100 Bayview Circle Suite 2200 Newport Beach CA
100 TRI State International Suite 145 Lincolnshire IL

About Oneamerica Securities, Inc.

OneAmerica Securities, Inc. is a dual-registered broker/dealer and RIA serving individuals as well as businesses and employers. Advisors provide fee-based financial planning and asset management alongside commission brokerage, including stock and bond trading, mutual funds, unit investment trusts, and variable annuity and life insurance solutions. The firm also offers access to third-party money manager platforms, with brokerage custody through Pershing and online account access with consolidated statements and cash management.

Team overview

50 AVG AGE
$1.0M AVG AUM / ADVISOR
$27.6K AVG AUM / CLIENT
8.5 yrs AVG TENURE
340 Employees
306 Advisory Reps
311 RIA Reps
56yrs Firm Age

Insights

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See the complete signal summary connected to value wave.
Full visibility includes strategy notes for glacier beacon.

Asset Classes

Capital summit Delta alpha

Client Personas

Oak

CRM

Catalyst

Custodian

Unison alpha Value

Investment Themes

Timber Peak

Investment Vehicles

Frontier radial Focus optima

Platform

Signal fusion

Services

Catalyst foundation Delta delta Harbor Eagle Value foundation North north Beacon wave

Technology

Glacier

Owner & Executives

KORY LLOYD BICKEL

KORY LLOYD BICKEL

Chief Compliance Officer

CRD
#5424722
Ownership
Less than 5%
(671) 219-3827
ember.summit@quantumcapital.com
in linkedin.com/in/element-alpha
N

NICHOLAS ADAM CAYETANO

AML OFFICER

CRD
--
Ownership
Less than 5%
(611) 657-5469
pioneer.meridian@capitalcapital.com
in linkedin.com/in/glacier-harbor
E

Ember delta

Harbor legacy meridian

CRD
#72199
Ownership
32.3%
(369) 331-4403
crest.vital@oakcapital.com
in linkedin.com/in/vector-bridge

Showing 2 of 13 owners & executives

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Contacts

DONNA MARIE ADAMS

DONNA MARIE ADAMS

Partner

CRD
#4375964
(831) 394-7881
vector.frontier@signalcapital.com
in linkedin.com/in/foundation-catalyst
GENAY KIRSTEN AIREY

GENAY KIRSTEN AIREY

--

CRD
#1623480
(971) 926-4256
glacier.prime@atlascapital.com
in linkedin.com/in/glacier-peak
V

Vital element

Wave pathway horizon

CRD
#54941
(684) 454-9838
pioneer.north@elementcapital.com
in linkedin.com/in/crest-focus

Showing 2 of 593 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-28-2022
06-01-2023
03-27-2024
03-31-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $59,199,148 $97,527
Non-Discretionary $246,909,289 $145,841
Total $306,108,437 $133,091

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Separately Managed Accounts

Total SMA Asset: $306,108,437

$306.1M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $8,527,976,006 100.0%
Total $8,527,976,006 100.0%

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