Oneamerica Securities, Inc.
$1.1B reported client assets across 3 advisory firms in FY2023 annual amendments
Reported client assets over time
$433M
$1.2B
2018
2023
Same-firm comparison: 3 firms that reported Oneamerica Securities, Inc. in both FY2022 and FY2023 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2018 is shown but partial — only FY2018: 1 cohort firms. No matched data for FY2017.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| R.T. Jones Capital Equities Management Inc. | $437M | $466M | 93.7% | 06/29/2023 |
| Riverwater Partners Llc | $348M | $872M | 39.9% | 03/01/2024 |
| Isc Advisors, Inc. | $285M | $1.3B | 22.2% | 03/27/2024 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.