AdvisorCensus / Financial advisors / California / San Diego / One Degree Advisors, Inc.
One Degree Advisors, Inc. is an SEC-registered investment advisory firm in San Diego, CA, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.
Quick answers
From the filingHow is One Degree Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), One Degree Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.
How much does One Degree Advisors, Inc. charge?
Its Form ADV Part 2A brochure dated May 8, 2026 states: Asset-based fee: up to 1.99% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is One Degree Advisors, Inc. located?
One Degree Advisors, Inc.'s principal office is in San Diego, CA, according to its Form ADV.
Is One Degree Advisors, Inc. registered with the SEC or a state?
One Degree Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170392.
How much does One Degree Advisors, Inc. manage?
One Degree Advisors, Inc. reports $489,021,251 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).
How have One Degree Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for One Degree Advisors, Inc.: Regulatory assets under management: $254,450,600 in the October 2021 data and $489,021,251 in the October 2026 data, up 92%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does One Degree Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (311); high net worth individuals (150); charitable organizations (5).
Which custodians does One Degree Advisors, Inc. use?
One Degree Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does One Degree Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170392
What changed in One Degree Advisors, Inc.'s recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in VA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 1.99% of assets a year (the maximum the brochure states)
The brochure's wording
The maximum fee percentage is 1.99% of the assets under management and is based on the balance of the accounts managed and services provided.
As stated in the firm's Form ADV Part 2A brochure dated May 8, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$489,021,251 as of October 2026, filing dated September 10, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (12 years)
- Employees
- Total: 6. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
7 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $489,021,251 | 6 | September 10, 2026 |
| October 2025 | $341,552,988 | 7 | March 11, 2025 |
| October 2024 | $306,535,127 | 7 | July 23, 2024 |
| October 2023 | $276,812,377 | 7 | May 8, 2023 |
| October 2022 | $293,080,963 | 6 | August 23, 2022 |
| October 2021 | $254,450,600 | 6 | March 9, 2021 |
Regulatory assets under management: $254,450,600 in the October 2021 data and $489,021,251 in the October 2026 data, up 92%.
Total employees: 6 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in VA.
- May 2026
- Registered or notice-filed in FL.
- April 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $341,552,988 to $489,021,251 (+43%).
- January 2026
- No longer registered or notice-filed in ID, IL.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. One Degree Advisors, Inc. (CRD 170392): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/one-degree-advisors-inc-san-diego-ca-170392