Investment adviser · CRD 170392
ONE DEGREE ADVISORS, INC.
Investment adviser filing (IA)
SAN DIEGO, CA, United States · Form ADV filed Sep 10, 2026
- Regulatory AUM
- $489M Form ADV · Item 5.F
- Client accounts
- 1,279 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 150 | $349,525,309 | 71.5% |
| Individuals | 311 | $130,686,263 | 26.7% |
| Charities | 5 | $8,809,679 | 1.8% |
Filing source
Form ADV 2132008 · Sep 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets
Principal office
3131 CAMINO DEL RIO N, SUITE 740SAN DIEGO, CA, 92108, United States
CRD 170392
Filing source
Form ADV 2132008 · Sep 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.