One Degree Advisors Inc

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Assets, Funds, Holdings

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One Degree Advisors Inc
CRD #170392
SEC #801-79351
CIK #0002005743
AUM $306.5 MM (2024-07-23)
Employees 7 (100% Investors, 0% Brokers)
Phone619-282-3288
Address8880 Rio San Diego Drive
San Diego, CA 92108
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
3502802101407002009201420192025
Sector Form 13F Holdings Cap ($1000's) Value ($1000's)
AAPL 2,382,844,009.6 3.1
COST 207,576,867.5 2.0
SRE 47,526,018.2 1.2
PCAR 28,930,720.9 1.1
 
 
 
 
 
 
 
Holdings by Sector ($1000's)
2502001501005002023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 339 100.0
(b) Individuals (high net worth individuals) 112 192.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 1 5.8
(h) Charitable organizations 5 7.9
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,096 306.5
By Discretionary
Discretionary 1,096 306.5
Non-Discretionary 0 0.0
Total 1,096 306.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 306.5
Total 1,096 306.5
EDGAR Form CIK 2011 - 2024
13F-HR [0002005743]
Comparable Firms State AUM ($BB)
CornerStone Planning LLC
NC 0.3
Legend Financial Advisors Inc
PA 0.3
Access Financial Resources Inc
OK 0.3
del Monte Group LLC
CA 0.3
Shearwater Capital LLC
CO 0.3
Pecaut & Co
IA 0.3
Copper Financial Network LLC
KS 0.3
Fortune Wealth Management LLC
TX 0.3
D Scott Neal Inc
KY 0.3
Sebold Capital Management Inc
IL 0.3
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