ONE DEGREE ADVISORS, INC.
CRD #170392 SEC #801-79351 SAN DIEGO, CA 619-282-3288
SEC Registered
Total AUM
$341.6M
Discretionary
$341.6M
Employees
7
Clients
251
Accounts
1,012
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $341.6M | $341.6M | $0 | 7 | 1 |
| Aug 2025 | $341.6M | $341.6M | $0 | 7 | 1 |
| Mar 2025 | $341.6M | $341.6M | $0 | 7 | 1 |
| Oct 2024 | $306.5M | $306.5M | $0 | 7 | 1 |
| Jul 2024 | $306.5M | $306.5M | $0 | 7 | 1 |
| Feb 2024 | $306.5M | $306.5M | $0 | 7 | 1 |
| Oct 2023 | $276.8M | $274M | $2.9M | 7 | 2 |
| May 2023 | $276.8M | $274M | $2.9M | 7 | 2 |
| Apr 2023 | $276.8M | $274M | $2.9M | 7 | 2 |
| Feb 2023 | $276.8M | $274M | $2.9M | 7 | 2 |
| Dec 2022 | $293.1M | $289.7M | $3.4M | 6 | 3 |
| Aug 2022 | $293.1M | $289.7M | $3.4M | 6 | 3 |
| Jul 2022 | $293.1M | $289.7M | $3.4M | 6 | 3 |
| Apr 2022 | $293.1M | $289.7M | $3.4M | 6 | 3 |
| Mar 2022 | $293.1M | $289.7M | $3.4M | 6 | 3 |
| Mar 2021 | $254.5M | $251.2M | $3.2M | 6 | 2 |
| Jul 2020 | $220.5M | $216.6M | $3.9M | 6 | 2 |
| Jun 2020 | $220.5M | $216.6M | $3.9M | 6 | 2 |
| May 2020 | $220.5M | $216.6M | $3.9M | 6 | 2 |
| Mar 2020 | $220.5M | $216.6M | $3.9M | 6 | 2 |
| Jul 2019 | $169.7M | $166.2M | $3.5M | 9 | 7 |
| Jun 2019 | $169.7M | $166.2M | $3.5M | 9 | 7 |
| Mar 2019 | $169.7M | $166.2M | $3.5M | 9 | 7 |
| Feb 2018 | $156.4M | $152.4M | $4M | 7 | 6 |
| Feb 2017 | $130.7M | $127M | $3.7M | 7 | 400 |
| Mar 2016 | $126.1M | $122.5M | $3.6M | 3 | 400 |
| Mar 2015 | $132M | $128M | $4M | 4 | 400 |
| Aug 2014 | $116.1M | $116.1M | $0 | 4 | 0 |
| Jul 2014 | $116.1M | $116.1M | $0 | 4 | 0 |
| Apr 2014 | $0 | $0 | $0 | 4 | 0 |
| Mar 2014 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$341.6M
Discretionary$341.6M
Non-Disc.$0
Employees7
Clients1
DateAug 2025
Total AUM$341.6M
Discretionary$341.6M
Non-Disc.$0
Employees7
Clients1
DateMar 2025
Total AUM$341.6M
Discretionary$341.6M
Non-Disc.$0
Employees7
Clients1
DateOct 2024
Total AUM$306.5M
Discretionary$306.5M
Non-Disc.$0
Employees7
Clients1
DateJul 2024
Total AUM$306.5M
Discretionary$306.5M
Non-Disc.$0
Employees7
Clients1
DateFeb 2024
Total AUM$306.5M
Discretionary$306.5M
Non-Disc.$0
Employees7
Clients1
DateOct 2023
Total AUM$276.8M
Discretionary$274M
Non-Disc.$2.9M
Employees7
Clients2
DateMay 2023
Total AUM$276.8M
Discretionary$274M
Non-Disc.$2.9M
Employees7
Clients2
DateApr 2023
Total AUM$276.8M
Discretionary$274M
Non-Disc.$2.9M
Employees7
Clients2
DateFeb 2023
Total AUM$276.8M
Discretionary$274M
Non-Disc.$2.9M
Employees7
Clients2
DateDec 2022
Total AUM$293.1M
Discretionary$289.7M
Non-Disc.$3.4M
Employees6
Clients3
DateAug 2022
Total AUM$293.1M
Discretionary$289.7M
Non-Disc.$3.4M
Employees6
Clients3
DateJul 2022
Total AUM$293.1M
Discretionary$289.7M
Non-Disc.$3.4M
Employees6
Clients3
DateApr 2022
Total AUM$293.1M
Discretionary$289.7M
Non-Disc.$3.4M
Employees6
Clients3
DateMar 2022
Total AUM$293.1M
Discretionary$289.7M
Non-Disc.$3.4M
Employees6
Clients3
DateMar 2021
Total AUM$254.5M
Discretionary$251.2M
Non-Disc.$3.2M
Employees6
Clients2
DateJul 2020
Total AUM$220.5M
Discretionary$216.6M
Non-Disc.$3.9M
Employees6
Clients2
DateJun 2020
Total AUM$220.5M
Discretionary$216.6M
Non-Disc.$3.9M
Employees6
Clients2
DateMay 2020
Total AUM$220.5M
Discretionary$216.6M
Non-Disc.$3.9M
Employees6
Clients2
DateMar 2020
Total AUM$220.5M
Discretionary$216.6M
Non-Disc.$3.9M
Employees6
Clients2
DateJul 2019
Total AUM$169.7M
Discretionary$166.2M
Non-Disc.$3.5M
Employees9
Clients7
DateJun 2019
Total AUM$169.7M
Discretionary$166.2M
Non-Disc.$3.5M
Employees9
Clients7
DateMar 2019
Total AUM$169.7M
Discretionary$166.2M
Non-Disc.$3.5M
Employees9
Clients7
DateFeb 2018
Total AUM$156.4M
Discretionary$152.4M
Non-Disc.$4M
Employees7
Clients6
DateFeb 2017
Total AUM$130.7M
Discretionary$127M
Non-Disc.$3.7M
Employees7
Clients400
DateMar 2016
Total AUM$126.1M
Discretionary$122.5M
Non-Disc.$3.6M
Employees3
Clients400
DateMar 2015
Total AUM$132M
Discretionary$128M
Non-Disc.$4M
Employees4
Clients400
DateAug 2014
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2014
Total AUM$116.1M
Discretionary$116.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0