Oneamerica Investment Advisory Services LLC (Indianapolis)

Oneamerica Investment Advisory Services LLC is a pension cosultant based in Indianapolis. It manages $5.33 billion of regulatory assets for 300 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Oneamerica Investment Advisory Services provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oneamerica Investment Advisory Services: assets under management

The assets under management (AUM) of Oneamerica Investment Advisory Services LLC is $5.33 billion. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $4.47 billion in discretionary accounts and $861.83 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $9.58 million.

Investments

The firm invests in investment and business development companies the most. They account for 99% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 1% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Oneamerica Investment Advisory Services LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Peter Andrew Welsh serves?

The only and largest group of clients of Peter Andrew Welsh is pension and profit sharing plans with 300 clients and $5.33 billion of assets under management. Among the 7 most similar advisory firms, Oneamerica Investment Advisory Services has the highest percentage of pension and profit sharing plans out of all clients.

The amount of regulatory assets under management is $5.33 billion for 300 clients. None of the firm’s clients are foreign persons or businesses.

Oneamerica Investment Advisory Services doesn't advise any private funds.

Careers at Oneamerica Investment Advisory Services LLC

The company employs 8 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Peter Andrew Welsh has been acting as President since 1 Feb 2017. George Granville Graessle joined the executive team most recently as the Controller.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jeffrey David Holley	Chief financial officer	1 Aug 2016	Other	6036687
Andrew John Michie	Controller	1 Aug 2016	Other	5933376
Stephen Landrum Due	General counsel & secretary	1 Aug 2016	Other	5907146
James Charles Crampton	Tax director	1 Aug 2016	Other	4463739
Inc. Oneamerica Financial Partners	Sole member	1 Aug 2016	75% - 100%	35-2126602
Thomas Michael Zurek	General counsel & secretary	1 Aug 2016	Other	3164936
William Fess Yoerger	President	1 Aug 2016	Other	1205436
Peter Andrew Welsh	President	1 Feb 2017	Other	3069686
Sean Patrick Mcgoff	Chief compliance officer	1 Sep 2017	Other	5801826
Sandra Mccarthy	President	1 Jan 2019	Other	7076630
George Granville Graessle	Controller	1 Mar 2019	Other	7087933

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
American United Mutual Insurance Holding Company	Shareholder	1 Dec 2000	75% - 100%	35-2126604

Based in Indianapolis

The principal office where Oneamerica Investment Advisory Services LLC performs its advisory services is located at One American Square, Indianapolis, IN 46206 The mailing address of the firm is One American Square, Indianapolis, IN 46206. An additional office of the firm is in Wauwatosa, WI. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-285-1618 or by fax 317-285-1470. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday.